[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Finsee_main Finsee Finsee posts on X about momentum, a very, investment, balance sheet the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1653727125759721472/interactions)  - X Week XXXXXX +14% - X Month XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1653727125759721472/posts_active)  - X Week XXX +22% - X Month XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1653727125759721472/followers)  - X Week XXXXX +2.50% - X Month XXXXX +12% ### CreatorRank: XXXXXXX [#](/creator/twitter::1653727125759721472/influencer_rank)  ### Social Influence [#](/creator/twitter::1653727125759721472/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [momentum](/topic/momentum) #694, [a very](/topic/a-very) #1355, [investment](/topic/investment) #5184, [balance sheet](/topic/balance-sheet) #1119, [outlook](/topic/outlook) #140, [cash flow](/topic/cash-flow) #437, [bulls](/topic/bulls) #542, [acquisition](/topic/acquisition) #866, [china](/topic/china) 0.75%, [robust](/topic/robust) #58 **Top accounts mentioned or mentioned by** [@i_drohi](/creator/undefined) [@realjpdejongh](/creator/undefined) [@permplateau](/creator/undefined) [@renesellmann](/creator/undefined) [@pandemicrespon4](/creator/undefined) [@aikaxbt_agent](/creator/undefined) [@23marksay](/creator/undefined) [@shortreportmeta](/creator/undefined) [@srinicapital](/creator/undefined) [@jacksonleeburn1](/creator/undefined) [@pomomoh](/creator/undefined) [@grok](/creator/undefined) [@thoughtmusings1](/creator/undefined) [@formativeetf](/creator/undefined) [@bernardo11rr](/creator/undefined) [@exceed_invest](/creator/undefined) [@cicciozao](/creator/undefined) [@drew58298923](/creator/undefined) [@blankcheque__](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Matrix AI Network (MAN)](/topic/$man) [Medicalchain (MTN)](/topic/$mtn) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [CSX Corporation (CSX)](/topic/$csx) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Centric Swap (CNS)](/topic/$cns) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Basis Cash (BAC)](/topic/$bac) [SpeedCash (SCS)](/topic/$scs) [Alvey Chain (WALV)](/topic/$alv) [TrustVerse (TRV)](/topic/$trv) [Selfkey (KEY)](/topic/$key) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Arcblock (ABT)](/topic/$abt) [Snap-on Incorporated (SNA)](/topic/$sna) [Centrifuge (CFG)](/topic/$cfg) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Johnson & Johnson (JNJ)](/topic/$jnj) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Rigel Protocol (RGP)](/topic/$rgp) [First Horizon, Corp. (FHN)](/topic/$fhn) [Paychex, Inc. (PAYX)](/topic/paychex) [Paypex (PAYX)](/topic/$payx) [JPMorgan Chase (JPM)](/topic/$jpm) [Synchrony Financial (SYF)](/topic/$syf) [American Express Company (AXP)](/topic/$axp) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Fastenal Company (FAST)](/topic/$fast) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Hormel Foods Corp (HRL)](/topic/$hrl) [Stanley Black & Decker, Inc. (SWK)](/topic/$swk) [Wells Fargo & Co (WFC)](/topic/$wfc) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [KeyCorp (KEY)](/topic/keycorp) [Schlumberger NV (SLB)](/topic/$slb) [SAFE DEAL (SFD)](/topic/$sfd) ### Top Social Posts [#](/creator/twitter::1653727125759721472/posts) --- Top posts by engagements in the last XX hours "$MAN added during the call: Frozen Labor Market: Management repeatedly characterized the current environment in North America and Europe as a frozen labor market with very little permanent hiring and simultaneously very few workforce reductions. This dynamic explains the concurrent weakness in both permanent placement/RPO and the outplacement (Right Management) business. Intra-Quarter Trends Showed Improvement: France: The revenue trend improved during Q3. The quarter averaged a -X% decline but the exit rate in September was better at -4%. Management expects this slightly improved rate of" [X Link](https://x.com/Finsee_main/status/1979202578492555646) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:07Z 2397 followers, XXX engagements "$MTN added during the call: CEOs Candid Diagnosis of Underperformance CEO Rob Katz provided a detailed and frank assessment of the companys shortcomings moving beyond the high-level statements in the press release. Marketing Missteps: He stated that Vails marketing failed to evolve as consumer behavior shifted. Specifically he noted that the effectiveness of email has significantly declined but the company was too slow to pivot to new channels like social media digital platforms and influencers. Transactional vs. Emotional Connection: The companys messaging has been overly focused on" [X Link](https://x.com/Finsee_main/status/1972914605895659774) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T06:41Z 2388 followers, XXX engagements "$BBWI earnings: Solid Beat & Raise Driven by Strong Execution; New CEO Strategy Takes Shape Bath & Body Works delivered a strong second quarter with revenue and adjusted EPS hitting the high end of their guidance range. The performance was underpinned by a successful Semi-Annual Sale and continued underlying sales growth. More importantly the company raised the low end of its full-year EPS guidance and increased its share buyback plan signaling strong confidence despite absorbing significant tariff headwinds. For the Bulls: A clean beat and raise quarter. Management is executing well raising" [X Link](https://x.com/Finsee_main/status/1961027385425580172) [@Finsee_main](/creator/x/Finsee_main) 2025-08-28T11:25Z 2387 followers, 2216 engagements "$EDUC earnings: Summary: Survival Secured Turnaround Still a Show-Me Story Educational Development Corp. (EDC) has secured its immediate future with a definitive agreement to sell its Hilti Complex which will eliminate all bank debt. This is a critical de-risking event. However the core business continues to deteriorate at an alarming rate with a steep decline in sales and a collapse in the number of its sales consultants (Brand Partners). The Bull Case: The balance sheet is about to be completely reset. With no debt and cash from the sale the company has bought itself significant time and" [X Link](https://x.com/Finsee_main/status/1976386379912261645) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T20:36Z 2393 followers, XXX engagements "$APLD added during the call: Financing & Capital Structure Detailed Project Financing Terms: Management provided specific expected terms for the project financing on the XXX MW Polaris Forge X campus which they aim to complete within the current fiscal quarter.Loan-to-Cost (LTC): Expected to be in the XX% range. Pricing: Targeting a blended rate of XXX to XXX basis points over SOFR. Structure: The loan will be bifurcated. The first XX% of the LTC will be structured as a lower-cost mortgage with the remaining XX% structured as a higher-cost second lien or mezzanine facility. Scope of Project" [X Link](https://x.com/Finsee_main/status/1976403949721702870) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T21:46Z 2363 followers, XXX engagements "$GS earnings: Goldman Sachs (GS) Q3 2025 Earnings Note A powerful beat driven by a roaring Investment Banking comeback and steady AWM growth. Goldman Sachs reported a very strong third quarter comfortably exceeding the performance of the prior quarter and year. The results were headlined by a significant resurgence in Investment Banking particularly in Advisory confirming the M&A recovery is well underway. The Asset & Wealth Management engine continues to compound steadily posting record assets. While Equities trading showed some softness the overall picture is robust with the firm delivering" [X Link](https://x.com/Finsee_main/status/1978062334913343693) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:36Z 2375 followers, XXX engagements "$FAST earnings: Fastenal: Strong Sales Continue but Margin Leverage and Digital Goals Soften Fastenal delivered another quarter of impressive top-line growth proving its ability to take market share in a sluggish industrial environment. Bulls will cheer the XXXX% sales growth expanding gross margins and a rebound in the critical fasteners category. However bears will point to a notable deceleration in incremental operating margin to just XX% a downward revision to the full-year digital sales goal and pricing that came in below prior commentary. The bull case still holds but the emerging" [X Link](https://x.com/Finsee_main/status/1977729908823433591) [@Finsee_main](/creator/x/Finsee_main) 2025-10-13T13:35Z 2384 followers, XXX engagements "$OXM earnings: Oxford Beats Q2 on Margin; Early Green Shoots Appear Amid Tariff Headwinds Oxford Industries delivered a mixed Q2 beating adjusted EPS guidance on better-than-expected gross margins while sales landed at the low end of their forecast. The results reflect ongoing consumer caution and severe tariff-related margin pressure. However two critical developments improve the outlook: management has successfully mitigated half of the potential annual tariff impact and comparable sales have turned modestly positive quarter-to-date in Q3. For the Bulls: The Q3-to-date sales trend is a" [X Link](https://x.com/Finsee_main/status/1965872983324364831) [@Finsee_main](/creator/x/Finsee_main) 2025-09-10T20:20Z 2382 followers, XXX engagements "$UNFI earnings: Navigated Cyber Attack Strong FY26 Guidance Overshadows Weak Q4 Finish UNFIs full-year results show significant operational progress with a dramatic turnaround in free cash flow and a stronger balance sheet. However the fourth quarter was materially impacted by the previously disclosed cybersecurity incident leading to an adjusted loss and a decline in EBITDA. The Bull Case: The strong guidance for fiscal 2026 is the main story. Management is forecasting a XX% increase in Adjusted EBITDA and a more than doubling of Adjusted EPS at the midpoint. This suggests the cyber incident" [X Link](https://x.com/Finsee_main/status/1972983268048797879) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T11:14Z 2384 followers, 1278 engagements "$UAL earnings: UAL Beats and Raises Confident Outlook Suggests Turnaround is Gaining Altitude United Airlines reported a solid Q3 beating the high end of its earnings guidance driven by strong operational performance and continued growth in high-value revenue streams. Bulls will cheer the strong Q4 guidance which implies significant sequential earnings acceleration and a meaningful improvement in unit revenues confirming the demand inflection management signaled last quarter. The companys focus on brand-loyal customers and premium products appears to be building resilience. Bears may point to" [X Link](https://x.com/Finsee_main/status/1978556050220499151) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T20:18Z 2397 followers, XXX engagements "$MKC earnings: McCormick (MKC): Volume Story Intact but Margin Pressure Mounts Forcing Guidance Cut McCormick delivered its fifth consecutive quarter of volume-led growth a solid achievement in the current environment driven by strength in its Consumer segment. However this top-line momentum was overshadowed by significant margin pressure from rising commodity costs and new tariffs forcing management to lower its full-year profitability and EPS guidance. While the consumer demand story remains a clear positive for bulls the reversal in gross margin expansion and the downward revision to the" [X Link](https://x.com/Finsee_main/status/1975521856242196743) [@Finsee_main](/creator/x/Finsee_main) 2025-10-07T11:21Z 2384 followers, 2104 engagements "$AMRK earnings: A-Mark Precious Metals (AMRK) Q4 FY25 Earnings Note Headline: Acquisition-Fueled Margin Expansion Drives Sharp Rebound But Underlying Volumes Remain a Concern A-Mark reported a dramatic sequential recovery in Q4 swinging back to profitability after a challenging Q3. The results showcase the immediate impact of its recent acquisitions (SGI Pinehurst AMS) which drove a XX% YoY increase in gross profit and a significant expansion in gross margin to 3.25%. This performance confirms that the temporary headwinds from Q3 like market backwardation have subsided. For the Bulls: The" [X Link](https://x.com/Finsee_main/status/1965514968390140117) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T20:37Z 2396 followers, XXX engagements "$CSX earnings: Goodwill Impairment and Cost Pressures Overshadow Solid Operations CSX reported a challenging quarter where strong operational execution was overshadowed by a significant non-cash impairment charge and persistent cost pressures. While the railroad is running well with key service metrics improving the financial results were disappointing. A large goodwill write-down on a past acquisition raises questions about capital allocation and core costs are rising faster than flattish revenue leading to significant margin compression. For the Bulls: 🟢 The railroad is performing" [X Link](https://x.com/Finsee_main/status/1978917741718573275) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T20:15Z 2396 followers, XXX engagements "$HRL earnings: Hormel Foods: Top-Line Strength Undermined by Severe Margin Pressure Hormel delivered strong sales growth that beat its own full-year targets but a severe spike in commodity costs crushed profitability leading to a significant cut in its full-year earnings guidance. This miss erodes the credibility of the strong second half narrative management presented just three months ago. The Bull Case: The companys portfolio is resonating with consumers. Strong organic sales growth (+6%) was driven by solid volume gains in Retail (+5%) and International (+8%) and organic volume growth in" [X Link](https://x.com/Finsee_main/status/1961032541172850696) [@Finsee_main](/creator/x/Finsee_main) 2025-08-28T11:46Z 2380 followers, 1553 engagements "$SWK earnings: Stanley Black & Decker reported Q2 results that significantly beat the pessimistic minimally positive earnings guidance from Q1 posting a $XXXX Adjusted EPS. However this beat was largely driven by a one-time tax benefit from an audit settlement which masked underlying operational pressure. Revenue declined X% (-3% organic) in line with cautious expectations as continued strength in the professional DEWALT brand was offset by a slow outdoor buying season and tariff-related disruptions. The central story this quarter is the dramatic downward revision of the expected tariff" [X Link](https://x.com/Finsee_main/status/1950155627281481863) [@Finsee_main](/creator/x/Finsee_main) 2025-07-29T11:25Z 2382 followers, XXX engagements "$MMC earnings: Solid Quarter Driven by Consulting; Major Strategic Rebrand Announced Marsh McLennan (MMC) reported a solid quarter with results tracking expectations. Strong bottom-line execution and an acceleration in the Consulting segment offset a slight slowdown in the larger Risk & Insurance Services business. The big news however was the announcement of a major strategic shift: the company will rebrand as Marsh in 2026 and a new Business and Client Services (BCS) unit will be created to drive efficiency and centralize investments in AI and data analytics. For the Bulls: Adjusted EPS" [X Link](https://x.com/Finsee_main/status/1978791787323089318) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:55Z 2397 followers, 1191 engagements "$MAN earnings: ManpowerGroup: Return to Organic Growth Obscures Weakness in Key Markets ManpowerGroup finally delivered positive organic growth after XX straight quarters of decline a significant milestone that management has been working towards. The X% organic constant currency revenue growth beat their own guidance. However the details reveal a concerning picture: key growth drivers from the prior quarter specifically the US and the APME region have either slowed dramatically or reversed into decline. While cost controls are yielding results particularly in narrowing losses in Northern" [X Link](https://x.com/Finsee_main/status/1978793459528900785) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:01Z 2397 followers, XXX engagements "$WFC earnings: Wells Fargo Delivers Strong Quarter and Raises the Bar on Future Returns Wells Fargo reported a solid Q3 beating last quarters results on both the top and bottom lines while making significant progress on key strategic initiatives. The bank is clearly shifting from remediation to offense underscored by a new ambitious medium-term ROTCE target of 17-18%. This directly addresses a key investor question from last quarter and signals strong confidence in future profitability. For the Bulls: The new higher return targets are a major catalyst. Management is not just talking about" [X Link](https://x.com/Finsee_main/status/1978064651934974302) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:45Z 2373 followers, XXX engagements "$CNS added during the call: Guidance and Financials Full-Year Guidance Updated: Management provided revised full-year 2025 guidance: Compensation Ratio: Now expected to be XXXXX% a slight improvement from the previous guidance of 40.5%. G&A Growth: Now expected to be around X% year-over-year an increase from the prior 7-8% range driven by first-half spending on talent and the active ETF launch. Effective Tax Rate: Now expected to be XXXX% a slight improvement from the previous XXXX% guidance. Hiring and Margin Outlook: Some hiring has been pushed into 2026 which helped the current years" [X Link](https://x.com/Finsee_main/status/1979198436508401812) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:50Z 2397 followers, XXX engagements "$CDXS earnings and call: Strong ECO Synthesis Momentum Forces Strategic Rethink Codexis delivered a strong quarter beating on revenue and significantly narrowing its net loss driven by a rebound in the core Pharma Biocatalysis business. However the main story is the overwhelming demand for the ECO Synthesis platform with customer engagements more than doubling since the start of the year. This momentum is so strong that management is now publicly questioning its prior goal of reaching cash-flow breakeven by 2026 suggesting that investing more heavily in in-house GMP manufacturing to capture a" [X Link](https://x.com/Finsee_main/status/1955749633826943214) [@Finsee_main](/creator/x/Finsee_main) 2025-08-13T21:53Z 2382 followers, 4556 engagements "$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight" [X Link](https://x.com/Finsee_main/status/1979148932656828621) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:34Z 2397 followers, 1145 engagements "$EPAM earnings: Strong Beat and Raise Driven by Accelerating Organic Growth EPAM delivered a very strong quarter beating its own guidance on revenue and EPS driven by an impressive acceleration in organic growth. The company raised its full-year outlook across the board signaling a significant increase in confidence compared to the caution expressed just three months ago. For bulls the accelerating organic constant currency growth (from XXX% in Q1 to XXX% in Q2 with XXX% guided for Q3) and the raised guidance provide strong evidence that the flight to quality narrative is playing out and" [X Link](https://x.com/Finsee_main/status/1953407330302693496) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T10:46Z 2384 followers, 2450 engagements "$EPM earnings: Production Holds Steady Net Income Soars on Derivatives Focus Shifts to Acquisitions Evolution Petroleum reported a significant jump in net income but this was driven by non-cash derivative gains. The core story this quarter is the successful execution of its acquisition strategy which is adding production and cash flow but also increasing leverage. While new wells at Chaveroo are outperforming this is being offset by downtime and declines in the base assets resulting in flat year-over-year production. For the Bulls: The company is successfully executing its M&A strategy" [X Link](https://x.com/Finsee_main/status/1968048856202948881) [@Finsee_main](/creator/x/Finsee_main) 2025-09-16T20:26Z 2373 followers, XXX engagements "$DPZ earnings: U.S. Acceleration Silences Doubters Non-Operational Item Mars Headline EPS Dominos delivered a powerful Q3 with U.S. same-store sales growth accelerating sharply to +5.2% crushing the prior quarters +3.4% and the full-year guide of 3%. This confirms that the Hungry for More strategy particularly new product innovation (stuffed crust) and aggressive value promotions is firing on all cylinders and driving significant market share gains. Operating income growth was also robust at +11.8% ex-FX showcasing strong execution. The bull case is compelling: the core U.S. business has" [X Link](https://x.com/Finsee_main/status/1978048754247778788) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T10:42Z 2373 followers, XXX engagements "$RMCF earnings: Rocky Mountain Chocolate Factory (RMCF): Transformation Hits Headwind as Gross Profit Vanishes Rocky Mountain Chocolate Factory reported a mixed Q2 with top-line growth overshadowed by a severe contraction in profitability. While the company continues to execute its strategic refresh with new store openings and system upgrades a surprising swing to a gross loss raises serious questions about underlying operational health and the effectiveness of its pricing strategy. For the Bulls: Revenue grew X% YoY driven by pricing actions and a better sales mix. The strategic pivot is" [X Link](https://x.com/Finsee_main/status/1977829021946683656) [@Finsee_main](/creator/x/Finsee_main) 2025-10-13T20:09Z 2384 followers, XXX engagements "$BURL earnings: Strong Q2 Beat & Raise Overshadows Cautious H2 Outlook Burlington delivered a very strong Q2 handily beating guidance on all key metrics and prompting a significant increase in full-year EPS guidance. The results were driven by impressive X% comparable store sales growth and substantial margin expansion demonstrating strong operational execution. Bulls will point to the massive earnings beat (Adjusted EPS of $XXXX vs. $1.20-$1.30 guide) and the significant raise to full-year EPS guidance as clear evidence that the Burlington XXX strategy is working effectively. The XXX basis" [X Link](https://x.com/Finsee_main/status/1961026143961620903) [@Finsee_main](/creator/x/Finsee_main) 2025-08-28T11:20Z 2396 followers, XXX engagements "$DRI earnings: Darden Starts the Year Strong but Cautious Guidance Raises Questions Darden reported a robust start to its fiscal year with sales and earnings per share handily beating last years results. The companys core casual dining brands Olive Garden and LongHorn Steakhouse continue to demonstrate impressive strength and market share gains. However while raising the low end of its sales guidance management kept its full-year EPS forecast unchanged and noted higher expected inflation suggesting a cautious outlook for the remainder of the year. For the Bulls: Strong Sales Momentum: Total" [X Link](https://x.com/Finsee_main/status/1968636027922264308) [@Finsee_main](/creator/x/Finsee_main) 2025-09-18T11:19Z 2383 followers, XXX engagements "$BAC added during the call: Updated Guidance & Outlook Preliminary 2026 NII Growth: Management provided a first look at 2026 NII expecting full-year growth of X% to X% over 2025. This is driven by continued organic loan and deposit growth (tracking slightly above GDP) plus a significant tailwind from the repricing of fixed-rate assets. Asset Repricing Detail: In 2026 the bank expects $10B - $15B per quarter of mortgage-backed securities and mortgage loans to roll off. These will be replaced by new assets yielding 150-200 basis points higher. Q4 Expense Outlook: Expenses in Q4 are expected to" [X Link](https://x.com/Finsee_main/status/1978461791484350646) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T14:03Z 2395 followers, XXX engagements "$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry" [X Link](https://x.com/Finsee_main/status/1957915847327916361) [@Finsee_main](/creator/x/Finsee_main) 2025-08-19T21:21Z 2395 followers, XXX engagements "$SCS added during the call: Guidance and Merger Discussion No Forward Guidance: As expected due to the pending acquisition by HNI management will not be providing forward-looking guidance. No Merger Questions: Management stated upfront they would not be taking any questions related to the pending merger with HNI referring investors to public filings. Demand and Orders Volume-Led Growth: The strong X% order growth in the Americas was driven primarily by higher volume with price increases only contributing a couple of percentage points. This indicates robust underlying demand for products." [X Link](https://x.com/Finsee_main/status/1972748637634433349) [@Finsee_main](/creator/x/Finsee_main) 2025-09-29T19:41Z 2366 followers, XXX engagements "$ALV earnings: Autoliv: A Record Quarter Overshadowed Only by a Cautious Outlook Autoliv delivered a stellar Q3 beating internal expectations with record sales and profits for a third quarter. The bull case is strong: operational execution is excellent shareholder returns are accelerating and a new proactive strategy in China is taking shape with key partnerships. However the decision to maintain full-year guidance despite a significantly improved market outlook raises questions about underlying headwinds or managements conservatism. For the Bulls: A clean beat across the board driven by" [X Link](https://x.com/Finsee_main/status/1979147151809654918) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:27Z 2397 followers, XXX engagements "$SCS earnings: Steelcase Beats on Top and Bottom Line as Corporate Demand Remains Robust; HNI Merger Now in Focus Steelcase reported a strong second quarter beating guidance on revenue gross margin and adjusted EPS. The results were driven by continued strength from large corporate customers in the Americas confirming the thesis that businesses are actively investing in their office spaces to support new ways of working. While known headwinds in the education sector and parts of Europe persist the core business momentum is impressive. However the quarters strong operational performance is now" [X Link](https://x.com/Finsee_main/status/1970949220371710038) [@Finsee_main](/creator/x/Finsee_main) 2025-09-24T20:31Z 2383 followers, XXX engagements "$STZ earnings: Consumer Weakness Hits Volumes But Constellation Holds Firm on Full-Year Outlook The second quarter was undeniably challenging for Constellation Brands with results clearly showing the impact of a weakening consumer. Beer volumes declined driven by significant slowdowns in core brands Modelo and Corona and margins contracted. The bull case now rests entirely on managements credibility as they strongly reaffirmed full-year guidance which implies a significant and rapid recovery in the second half of the year. For the Bulls: Guidance Reaffirmed: Despite the tough quarter" [X Link](https://x.com/Finsee_main/status/1975295950466756880) [@Finsee_main](/creator/x/Finsee_main) 2025-10-06T20:23Z 2393 followers, 1104 engagements "$GS added during the call: Strategy & Operations New AI-Driven Efficiency Program (One Goldman Sachs 3.0): The firm announced a new multi-year centralized operating model propelled by AI. The goal is to drive significant efficiencies and create capacity for future growth. The initial focus will be on reengineering processes like client onboarding lending and regulatory reporting. More details and metrics will be provided in January. AWM Acquisition - Industry Ventures: Goldman Sachs announced the acquisition of Industry Ventures a leading venture capital platform. This move is designed to" [X Link](https://x.com/Finsee_main/status/1978114536331776184) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T15:03Z 2375 followers, XXX engagements "$TRV earnings: Travelers (TRV): Lower Catastrophes Drive Strong Earnings Beat Profitability Shines Travelers reported an excellent third quarter significantly beating expectations on the bottom line driven by much lower catastrophe losses and continued strength in underlying underwriting margins and investment income. Core Return on Equity was an impressive 22.6%. The results underscore the companys strong execution and profitability focus. The bull case is compelling highlighted by a XX% jump in core EPS a nearly 6-point improvement in the consolidated combined ratio and a XX% after-tax" [X Link](https://x.com/Finsee_main/status/1978794852537037123) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:07Z 2397 followers, XXX engagements "$KEY earnings: Strong NII momentum and credit quality drive another guidance raise. KeyCorp delivered a very strong third quarter beating expectations on the back of impressive Net Interest Income (NII) and Net Interest Margin (NIM) expansion. The bank is successfully executing its strategy of optimizing the balance sheet managing deposit costs down while repricing assets higher. Credit quality remains a standout positive with key metrics stable or improving allowing for a small reserve release. This solid performance prompted management to raise its full-year 2025 guidance for NII" [X Link](https://x.com/Finsee_main/status/1978786771224682846) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:35Z 2397 followers, XXX engagements "$DQ earnings: Daqo New Energy (DQ): Costs Down Sales Halted Ahead of Potential Turnaround Daqo reported a tough quarter financially with a collapse in sales volume leading to dismal revenue and margins. However the underlying operational story is much more optimistic. The company demonstrated excellent cost control and its strategic decision to hold back inventory appears prescient given the sharp rebound in polysilicon prices in July reportedly spurred by Chinese government intervention to curb irrational competition. For Bulls: 🟢 The bull case is forward-looking and strengthening." [X Link](https://x.com/Finsee_main/status/1960300102079185393) [@Finsee_main](/creator/x/Finsee_main) 2025-08-26T11:15Z 2396 followers, 1143 engagements "$SLB earnings: SLB Navigates a Soft Quarter with ChampionX Masking Core Weakness SLBs third-quarter results present a mixed picture. While the headline numbers are bolstered by the first-time consolidation of ChampionX the underlying pro forma results reveal a business facing headwinds. The strategic pivot towards Digital and Production continues to pay off with Digital showing impressive growth. However overall market softness led to a sequential decline in the core business and a notable miss on margin guidance. For the Bulls: The integration of ChampionX is now a reality contributing" [X Link](https://x.com/Finsee_main/status/1979145608523923660) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:20Z 2397 followers, XXX engagements "$SFD earnings: Smithfield Raises FY25 Outlook as Hog Production Improves Though Core Meat Profits Lag Smithfield reported a complex quarter. On the surface the company raised its full-year adjusted operating profit guidance driven entirely by a stronger outlook for its Hog Production segment. Adjusted EPS of $XXXX also beat the prior years $XXXX. However this positive headline masks significant underlying weakness in the core Packaged Meats and Fresh Pork segments both of which saw sharp year-over-year declines in GAAP operating profit indicating severe margin compression. Bull Case: Bulls" [X Link](https://x.com/Finsee_main/status/1955222446220443732) [@Finsee_main](/creator/x/Finsee_main) 2025-08-12T10:58Z 2381 followers, XXX engagements "$PNC earnings: PNC: Strong Quarter Cautious Outlook and a Big Acquisition PNC delivered a powerful third quarter beating guidance on nearly every key metric with record revenue exceptional fee income growth and pristine credit quality. The bank continues to execute flawlessly on expense control generating another quarter of positive operating leverage. Bulls will celebrate the strong PPNR growth and the significant beat on net charge-offs. However bears will immediately point to the weak Q4 guidance which signals a sharp deceleration in revenue and the newly announced $XXX billion acquisition" [X Link](https://x.com/Finsee_main/status/1978422662830403713) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T11:28Z 2395 followers, XXX engagements "$BSET earnings: Bassetts Wholesale Strength Shines But Fading Backlog Clouds Outlook Bassett reported strong Q3 top-line growth that accelerated from the prior quarter driven by an outstanding performance in its Wholesale segment which saw margins expand significantly. While the turnaround is showing clear signs of progress particularly in cost control and wholesale profitability the core Retail segment remains unprofitable and a significant sequential decline in the company-wide order backlog raises serious questions about near-term growth sustainability. For the Bulls: Revenue growth" [X Link](https://x.com/Finsee_main/status/1976021410205343921) [@Finsee_main](/creator/x/Finsee_main) 2025-10-08T20:26Z 2397 followers, XXX engagements "$BAH earnings: Booz Allen Hamilton reported Q1 FY26 results that were in line with expectations demonstrating solid execution of its reset year strategy outlined last quarter. Revenue saw a slight decline of XXX% YoY driven by the anticipated low double-digit contraction in the Civil business (-13.2%) which was successfully offset by continued strength in Defense (+6.8%) and Intelligence (+5.9%). As guided the company completed a X% headcount reduction during the quarter. Despite the top-line pressure profitability improved with Adjusted EBITDA Margin expanding by XX bps to XXXX% and Adjusted" [X Link](https://x.com/Finsee_main/status/1948706389662052500) [@Finsee_main](/creator/x/Finsee_main) 2025-07-25T11:26Z 2382 followers, XXX engagements "$ALLY added during the call: Guidance and Outlook Q4 Net Interest Margin (NIM): Management explicitly guided for Q4 NIM to be roughly flat compared to Q3s XXXX% level. 2026 Earning Assets: The company expects low-single-digit percentage growth in average earning assets for 2026 driven by growth in retail auto and corporate finance. 2025 Earning Assets Exit Rate: While the full-year average earning assets are guided to be down X% management expects ending earning asset balances to be flat year-over-year for 2025 implying an inflection point in growth. Return Profile Clarification: Core ROTCE" [X Link](https://x.com/Finsee_main/status/1979187410278723761) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:07Z 2397 followers, XXX engagements "$RPM added during the call: Quantified Organic Growth Drivers: Management revealed strong underlying unit volume growth in its core segments a key self-help measure in a challenging market. Construction Products Group (CPG) unit volume grew +4%. Performance Coatings Group (PCG) unit volume grew +8%. Specifics on SG&A Increases: Management broke down the key drivers of higher SG&A separating deliberate investments from unexpected costs. Growth Investments: A deliberate $XXXX million quarterly increase in spending to drive growth comprised of:$5.3 million for new hires in sales and sales" [X Link](https://x.com/Finsee_main/status/1973414610511229402) [@Finsee_main](/creator/x/Finsee_main) 2025-10-01T15:48Z 2375 followers, XXX engagements "$KARO earnings: Karooooo Accelerates Subscription Revenue Reaffirms Full-Year Outlook Karooooo reported a solid quarter with the key highlight being an acceleration in subscription revenue growth to 20%. The company reaffirmed its full-year guidance signaling confidence in its strategy. However the bull case is tempered by a noticeable slowdown in net subscriber additions and a sharp decline in free cash flow which are likely to be key points of focus for investors. For the Bulls: The acceleration in high-margin subscription revenue and SaaS ARR to XX% is a clear positive showing that" [X Link](https://x.com/Finsee_main/status/1978197721866813909) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T20:34Z 2384 followers, XXX engagements "$SCHW earnings: Schwab Fires on All Cylinders Crushing Profitability and Accelerating Buybacks Charles Schwab reported a stellar third quarter with record revenue and earnings driven by powerful net new asset growth and significant margin expansion. The company made remarkable progress on its balance sheet priorities nearly eliminating high-cost supplemental funding. This operational strength combined with a confident outlook fueled a massive acceleration in capital returns signaling a clear shift from defense to offense. For the Bulls: Record adjusted EPS of $XXXX and revenue of $XXX billion" [X Link](https://x.com/Finsee_main/status/1978801167854452959) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:32Z 2393 followers, XXX engagements "$BAC earnings: Bank of America: Strong Beat Driven by NII and Capital Markets Rebound Credit Improves Bank of America reported a strong Q3 beating expectations on both the top and bottom lines. The results showcased broad-based strength with continued Net Interest Income (NII) momentum and a significant rebound in capital markets activity. Most notably credit quality metrics improved sequentially defying concerns about deterioration. The combination of record NII resurgent fee income and improving credit created powerful operating leverage driving the efficiency ratio down to 62%. For the" [X Link](https://x.com/Finsee_main/status/1978417441857274170) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T11:07Z 2388 followers, XXX engagements "$KEY added during the call: Financial Targets Guidance & Outlook Share Repurchases: Management is moving from crawl to walk on buybacks. They plan to repurchase approximately $XXX million of common stock in Q4 2025. They characterized this amount as likely being the low level for future quarters. Path to 15%+ ROTCE: The medium-term target is based on a low risk plan. About half of the required XX bps of NIM expansion is mechanical from fixed-asset and swap repricing with the other half coming from business execution. Management noted their long-term ROTCE goal remains XX% to 19%. Capital" [X Link](https://x.com/Finsee_main/status/1979205099755896876) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:17Z 2397 followers, XXX engagements "$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing" [X Link](https://x.com/Finsee_main/status/1965380371765211409) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T11:42Z 2389 followers, 1235 engagements "$LW added during the call: Quarterly Performance & Business Drivers Q1 Results Beat Internal Expectations: Management stated that the first quarter results exceeded our expectations driven by stronger-than-planned volume and faster realization of cost savings. Volume Strength Was Pulled Forward: A key reason for the strong Q1 volume in North America was that new customer business was onboarded earlier than originally planned. This suggests some of the anticipated Q2 volume growth was realized in Q1. Specific Restaurant Traffic Trends: While the presentation noted mixed traffic the call" [X Link](https://x.com/Finsee_main/status/1973067301621526839) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T16:47Z 2375 followers, XXX engagements "$MS earnings: Morgan Stanley Delivers a Blowout Quarter Firing on All Cylinders Morgan Stanley reported an outstanding third quarter with strong performance across all business segments demonstrating the power of its integrated firm strategy. A significant rebound in Investment Banking coupled with continued momentum in its massive Wealth Management franchise drove record revenues and a stellar XXXX% ROTCE. For the Bulls: This quarter is a textbook example of the bull case. The rebound in Institutional Securities was even stronger than hoped showing significant operating leverage. Wealth" [X Link](https://x.com/Finsee_main/status/1978434360563954132) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:14Z 2387 followers, XXX engagements "$ABT added during the call: Company-Wide & Financials 2026 Outlook: CEO Robert Ford expressed high confidence in achieving the 2026 consensus of high single-digit sales and double-digit EPS growth. He noted this is the same level of performance the company is delivering in 2025 despite unexpected tariff and larger-than-expected Diagnostics headwinds. New Product Contribution: Recently launched products contributed nearly $XXX million in sales in Q3 adding over XXX basis points to the companys organic growth rate. Gross Margin: The sequential dip in gross margin was expected and attributed to" [X Link](https://x.com/Finsee_main/status/1978463870051094819) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T14:11Z 2391 followers, XXX engagements "$BLK earnings: BlackRock (BLK) Q3 2025: A Juggernaut in Motion But Integration Costs Weigh on Profitability BlackRocks quarter was a powerful demonstration of its strategic vision coming to life. Massive inflows and the successful integration of major acquisitions drove AUM to a staggering $XXXX trillion. However the costs associated with this transformation are evident with margins contracting and adjusted EPS growth nearly flat year-over-year providing talking points for both bulls and bears. For the Bulls: Asset Gathering Machine: Total net inflows of $205B were exceptional crushing Q2s" [X Link](https://x.com/Finsee_main/status/1978041984519405754) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T10:15Z 2375 followers, XXX engagements "$SHC earnings: Sotera Health: Sterigenics Roars Back Driving Confident Guidance Raise A very strong quarter for Sotera Health marked by a significant beat-and-raise. The bull case is now more compelling as the primary concern from Q1the pace of volume recovery at Sterigenicshas been decisively answered with double-digit growth. This combined with phenomenal margin expansion at Nelson Labs and a significant boost to full-year EPS and EBITDA guidance paints a picture of excellent operational execution. For bears the ongoing EO litigation remains a clear overhang with another $XX million" [X Link](https://x.com/Finsee_main/status/1953783473501507856) [@Finsee_main](/creator/x/Finsee_main) 2025-08-08T11:40Z 2382 followers, XXX engagements "$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead" [X Link](https://x.com/Finsee_main/status/1954864124946448419) [@Finsee_main](/creator/x/Finsee_main) 2025-08-11T11:15Z 2375 followers, XXX engagements "$ALV added during the call: Guidance and Outlook Rationale for Unchanged Organic Sales Guidance: Management explained that the stronger LVP forecast (up XXX% vs. down XXX% previously) did not translate to higher sales guidance for three reasons:A significant portion of the LVP revision was for past quarters (H1 2025) where Autolivs sales were already booked. The negative regional and customer mix is now expected to be a X percentage point headwind for the full year worse than previously anticipated. Some new product launches particularly in China have been slightly delayed. Q4 2025 Headwinds" [X Link](https://x.com/Finsee_main/status/1979176429548863751) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:23Z 2397 followers, XXX engagements "$APLD earnings: APLD Secures Massive Financing & Fully Leases First AI Campus But Near-Term Profitability Suffers Applied Digitals quarter was defined by major strategic victories that significantly de-risk its long-term plan overshadowing weak near-term financials. The company fully leased its XXX MW Polaris Forge X campus to CoreWeave increasing the total contract value to an enormous $XX billion. More importantly it secured a massive $X billion preferred equity facility with Macquarie providing a clear funding path for its ambitions. The company has already broken ground on a second campus" [X Link](https://x.com/Finsee_main/status/1976382431621152855) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T20:21Z 2397 followers, 1603 engagements "$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline." [X Link](https://x.com/Finsee_main/status/1978804952106684765) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:47Z 2397 followers, XXX engagements "$LW earnings: Summary: Volume Holds Up Pricing Sacrificed to Maintain Momentum; FY26 Guidance Reaffirmed Lamb Weston delivered a solid start to the fiscal year meeting its own expectations and importantly reaffirming full-year guidance. This provides a welcome sign of stability after a volatile period. The core story remains a trade-off: the company is successfully growing volume (+6%) and winning customers but is sacrificing price/mix (-7%) to do so in a tough competitive environment. The Bull Case: The Focus to Win strategy is showing early results. Strong volume growth continued customer" [X Link](https://x.com/Finsee_main/status/1973008709061157166) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T12:55Z 2391 followers, XXX engagements "$CFG earnings: CFG: Solid Execution Drives Strong Quarter Private Bank Shines Citizens delivered a strong quarter beating guidance on fee income while meeting expectations on all other key metrics. The results show solid execution with continued Net Interest Margin (NIM) expansion positive operating leverage and improving credit trends. The strategic buildout of the Private Bank is accelerating and already contributing meaningfully to the bottom line providing a clear growth engine. For the Bulls: The bull case is compelling this quarter. Management is delivering on its promises. NIM expanded" [X Link](https://x.com/Finsee_main/status/1978432231254147105) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:06Z 2397 followers, XXX engagements "$VRSK earnings: Verisk reported a strong Q2 beating expectations and raising its full-year 2025 revenue and Adjusted EBITDA guidance. The quarter was characterized by robust execution in the core subscription business an encouraging turnaround in the previously lagging transactional revenue and significant strategic moves to expand its ecosystem. The company announced a definitive agreement to acquire AccuLynx a leading SaaS platform for roofing contractors for $XXXX billion. It also closed the acquisition of SuranceBay for $XXX million to bolster its life and annuity offerings. These moves" [X Link](https://x.com/Finsee_main/status/1950529893847978256) [@Finsee_main](/creator/x/Finsee_main) 2025-07-30T12:12Z 2389 followers, XXX engagements "$IBKR earnings: Interactive Brokers: Stellar Growth and Margin Expansion Overshadow Rate Headwinds Interactive Brokers delivered another exceptionally strong quarter with powerful growth in customer accounts equity and trading activity driving revenues and profits well above last years levels. The highlight was a massive expansion in pretax profit margins to a record XX% aided by lapping significant one-time expenses from last year. While the core business is firing on all cylinders a decline in Net Interest Margin (NIM) due to lower rates remains a point to watch. The bull case of" [X Link](https://x.com/Finsee_main/status/1978915974901301424) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T20:08Z 2395 followers, XXX engagements "$DPZ added during the call: U.S. Performance & Macro Environment Q4 Started Weaker: Management explicitly stated they have observed a slowing and intensifying of the challenging macro environment across the entire restaurant industry at the start of the fourth quarter. This commentary is the primary reason they reiterated rather than raised their full-year X% U.S. comp guidance despite the strong Q3. Q3 SSS Breakdown: The +5.2% U.S. same-store sales growth was driven by positive transaction counts. Average ticket was aided by XXX% of pricing and a positive mix from the higher-priced stuffed" [X Link](https://x.com/Finsee_main/status/1978098537373028747) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T14:00Z 2374 followers, XXX engagements "$JNJ added during the call: Orthopaedics Separation (DePuy Synthes) Leadership: The planned standalone company DePuy Synthes will be led by industry veteran Namal Nawana. Financial Impact: Management provided specific directional guidance on the financial impact to the remaining J&J. Post-separation the MedTech segments top-line revenue growth and operating margin are both expected to improve by at least XX basis points. Future Strategy: The separation is not a precursor to other business splits. Management is pleased with the new more focused portfolio across Innovative Medicine (Oncology" [X Link](https://x.com/Finsee_main/status/1978098007447924917) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T13:58Z 2373 followers, XXX engagements "$CPRT earnings: Copart (CPRT): Strong Finish to FY25 with Impressive Margin Expansion Copart reported a very strong fourth quarter putting to rest some of the concerns from last quarters slowdown. The company demonstrated significant operating leverage with both gross and operating margins expanding nicely. Both quarterly and full-year results show robust double-digit growth in profitability reinforcing the long-term bull case. While some headwinds remain the core business appears to be firing on all cylinders. For the Bulls: Reaccelerating Growth: Revenue grew XXX% but more importantly gross" [X Link](https://x.com/Finsee_main/status/1963709118855708719) [@Finsee_main](/creator/x/Finsee_main) 2025-09-04T21:01Z 2378 followers, 1837 engagements "$PNC added during the call: Capital & NII Optimal Capital Levels: Management indicated their operating CET1 guideline has been 10.0-10.5%. However with recent positive rating agency actions (Moodys upgrade) they see potential to operate toward the lower end of that range or possibly even lower depending on board discussions and final Basel III Endgame rules. The binding constraint for capital is shifting. 2026 NII Growth: Management expressed high confidence in their NII trajectory. They stated that comfortably yes 2026 NII growth will be better than the XXX% expected for 2025 (standalone PNC" [X Link](https://x.com/Finsee_main/status/1978496788282867773) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T16:22Z 2395 followers, XXX engagements "$C added during the call: Interest Rate Sensitivity Improving: Management disclosed that its interest rate sensitivity is improving. For a XXX basis point parallel downward shift in rates the negative impact to NII from U.S. dollar exposures is now less than the previously disclosed $XXX million. The updated lower figure will be provided in the 10-Q. Details on Corporate Credit Exposure: In response to a question about loans to non-depository financial institutions (NDFIs) management provided significant color on the composition of this exposure. The exposure is predominantly" [X Link](https://x.com/Finsee_main/status/1978145578740552009) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T17:07Z 2378 followers, XXX engagements "$ASML earnings: ASML: In-Line Quarter Sets Stage for a Blowout Q4 ASML reported a solid Q3 that met expectations but the real story is the exceptionally strong guidance for Q4. The company has effectively back-end loaded the year with a guided +26% sequential revenue jump that reaffirms strong underlying demand for leading-edge equipment. Solid bookings driven by EUV provide further confidence. The bull case is compelling in the near term. The massive Q4 ramp demonstrates robust customer spending likely fueled by AI-driven capacity needs in Logic and Memory. This largely overshadows the" [X Link](https://x.com/Finsee_main/status/1978386276995772847) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T09:03Z 2393 followers, XXX engagements "$GWRE earnings: Guidewire Surpasses $1B ARR Milestone with a Landmark Deal Driving Strong Beat and Raise Guidewire closed its fiscal year with an exceptionally strong quarter beating the high end of its guidance on all key metrics. The company surpassed the critical $X billion ARR milestone driven by a record XX cloud deals in Q4 including a significant 10-year agreement with a major Tier-1 insurer. This performance validates the maturity of their cloud platform and its appeal to the largest most complex carriers. The resulting guidance for FY26 while showing a slight deceleration in" [X Link](https://x.com/Finsee_main/status/1963705214038655128) [@Finsee_main](/creator/x/Finsee_main) 2025-09-04T20:46Z 2384 followers, XXX engagements "$CSX added during the call: New CEOs Vision & Strategy M&A Philosophy: New CEO Steve Angel stated he is patient regarding large-scale M&A drawing on his experience at Praxair before the Linde merger. His focus is on running the business exceptionally well to create a position of strength for any future strategic discussions. He explicitly stated CSX will present our case to regulators regarding what it needs to be competitive in response to competitor mergers. Best-in-Class Definition: The CEOs goal of best-in-class performance explicitly includes financial metrics like operating margins and" [X Link](https://x.com/Finsee_main/status/1979182159798939903) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:46Z 2396 followers, XXX engagements "$JILL earnings: J.Jill Shows Signs of Stabilization as Sales Decline Narrows But Margins Remain Under Pressure J.Jill reported a better-than-feared second quarter with a significant sequential improvement in sales trends that suggests the business is beginning to stabilize under its new CEO. The reinstatement of forward guidance is a major positive signaling increased visibility. However the celebration is tempered by continued gross margin erosion and a soft Q3 outlook that points to a potential re-acceleration of sales declines and includes a new material headwind from tariffs. For the" [X Link](https://x.com/Finsee_main/status/1963199987644338537) [@Finsee_main](/creator/x/Finsee_main) 2025-09-03T11:18Z 2382 followers, XXX engagements "$JNJ earnings: J&J Raises Sales Outlook Reaffirms EPS Amid Higher Taxes; Announces Plan to Separate Orthopaedics Johnson & Johnson delivered another strong quarter beating expectations and raising its full-year sales guidance. The company is successfully navigating the significant and accelerating headwind from the STELARA loss of exclusivity driven by continued dominance in Oncology and robust performance in MedTech. The bull case is strengthened by impressive pipeline execution and the major strategic announcement to separate the slower-growing Orthopaedics business which will sharpen the" [X Link](https://x.com/Finsee_main/status/1978047170306609236) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T10:36Z 2373 followers, XXX engagements "$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the" [X Link](https://x.com/Finsee_main/status/1978063181382578671) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:39Z 2375 followers, XXX engagements "$RGP added during the call: Guidance and Outlook Q2 Segment Trends: Management expects the Europe & Asia Pacific segment to maintain its strength with the potential to perform even better than in Q1. The On-Demand and Consulting segments are expected to see trends more or less the same as Q1. The performance of the Consulting segment is highly dependent on the timing of conversions for late-stage deals. Q2 YoY Decline: The high end of the Q2 revenue guidance ($120 million) implies a XX% year-over-year decline on a same-day constant currency basis. New Risk Factor: The company explicitly" [X Link](https://x.com/Finsee_main/status/1976044134021595178) [@Finsee_main](/creator/x/Finsee_main) 2025-10-08T21:56Z 2379 followers, XXX engagements "$ABT earnings: Abbott: Medical Devices Continue to Carry the Load as Diagnostics Stabilizes Abbott delivered a solid third quarter meeting its earnings guidance and reaffirming its full-year outlook. The results reinforce the companys core narrative: the diversified model is working with exceptional strength in Medical Devices more than offsetting persistent known headwinds in the Diagnostics business. While the challenges in China are not yet resolved the powerful growth from products like Libre AVEIR and Navitor provides a strong foundation. For the Bulls: 🟢 Medical Devices continues its" [X Link](https://x.com/Finsee_main/status/1978431181499613239) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:02Z 2394 followers, XXX engagements "$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a" [X Link](https://x.com/Finsee_main/status/1958826863771500976) [@Finsee_main](/creator/x/Finsee_main) 2025-08-22T09:41Z 2387 followers, XXX engagements "$FHN added during the call: Guidance and Outlook CET1 Ratio Target Lowered: Management updated its near-term CET1 target to XXXXX% down from the previous XXXX% target. This change was made after completing the annual stress testing process and provides more flexibility for capital deployment. Expense Guidance Clarified: While the full-year expense guidance range was maintained management now expects expenses to finish at the top end of the Flat - Up X% range. Revenue Guidance Clarified: Management expects to finish 2025 towards the higher end of the Flat - Up X% revenue range contingent on" [X Link](https://x.com/Finsee_main/status/1978478928500085063) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T15:11Z 2396 followers, XXX engagements "$PFGC earnings: PFG: Strong Finish to FY25 Driven by Acquisitions Solid FY26 Outlook Provided Performance Food Group (PFG) closed its fiscal year on a high note decisively beating its updated Adjusted EBITDA guidance driven by robust performance in its Foodservice segment and significant contributions from recent acquisitions. While GAAP net income declined due to acquisition-related costs the underlying operational strength and a positive outlook for fiscal 2026 should give investors confidence. The bull case is compelling centered on strong execution successful integration and continued" [X Link](https://x.com/Finsee_main/status/1955591524307124330) [@Finsee_main](/creator/x/Finsee_main) 2025-08-13T11:25Z 2382 followers, XXX engagements "$UXIN earnings and call: Uxin: Strong Volume Growth Continues But Margins Squeezed by Price Wars and New Store Ramp Uxin delivered another quarter of impressive top-line growth beating its retail volume guidance and raising its full-year outlook. The companys superstore expansion strategy is proving effective with the new Wuhan location ramping up ahead of expectations and a fourth store now open in Zhengzhou. However the growth came at a cost. Gross margins compressed significantly due to the new car price war in China and the initial ramp-up costs of the Wuhan store. This led to" [X Link](https://x.com/Finsee_main/status/1972667336436957675) [@Finsee_main](/creator/x/Finsee_main) 2025-09-29T14:18Z 2375 followers, XXX engagements "$PAYX added during the call: Guidance and Financial Performance 🟢 Reason for EPS Guidance Raise: Management raised the full-year Adjusted EPS growth forecast from 8.5-10.5% to 9-11% due to three main factors: 1) Q1 results coming in slightly ahead of internal expectations 2) increased confidence in achieving both cost and revenue synergies now that they have a full quarter of ownership and 3) a reduction in the initial conservatism built into the forecast at the start of the year. 🟢 Underlying Expense Control: Excluding the Paycor acquisition the companys organic expense growth was" [X Link](https://x.com/Finsee_main/status/1973066807553458319) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T16:45Z 2375 followers, XXX engagements "$UAL added during the call: Strategic Outlook & Long-Term Financial Targets Annual Margin Improvement: Management explicitly stated a goal to add at least X point or more of margin each year normalized for macro events. Long-Term Margin Goal: The company is targeting low teen margins from its internal initiatives alone with an expectation to reach mid-teens margins as the industry continues to rationalize capacity. Loyalty Program Growth: A new major long-term target was introduced: to double the EBITDA from the MileagePlus loyalty program by the end of the decade. Free Cash Flow Conversion:" [X Link](https://x.com/Finsee_main/status/1979208301075190057) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:30Z 2397 followers, XXX engagements "$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the" [X Link](https://x.com/Finsee_main/status/1965528663631561081) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T21:32Z 2382 followers, XXX engagements "$PAR earnings: PAR Technology (NYSE: PAR): Profitability Thesis Proven But Top-Line Momentum Wanes PAR delivered a very strong quarter on the bottom line with a significant $9.9M year-over-year improvement in Adjusted EBITDA marking its fourth consecutive quarter of profitability and proving the operating leverage in its model. However this was coupled with a noticeable deceleration in top-line growth. Organic ARR growth slowed to XX% (from XX% in Q1) and the sequential ARR add was less than half of what was seen last quarter raising questions about the full-year growth outlook. For the" [X Link](https://x.com/Finsee_main/status/1953787372698571160) [@Finsee_main](/creator/x/Finsee_main) 2025-08-08T11:56Z 2397 followers, 2370 engagements "$TIGR earnings: UP Fintech (TIGR): Record Profits on Quality Growth and Cost Control UP Fintech delivered an exceptionally strong quarter with record revenue and a significant surge in profitability that far surpassed its top-line growth. The results highlight a successful strategic shift towards acquiring higher-value customers and impressive operating leverage. The bull case is significantly strengthened as the company proves it can scale profits efficiently. Key Points: For the Bulls: Profitability is scaling rapidly. GAAP Net Income surged to $41.4M from just $2.6M a year ago. The company" [X Link](https://x.com/Finsee_main/status/1960654246426050992) [@Finsee_main](/creator/x/Finsee_main) 2025-08-27T10:42Z 2389 followers, 2009 engagements "$MNSO earnings and call: MINISO: Growth Accelerates and China Turns the Corner But Margins Feel the Pinch MINISO delivered a strong quarter beating its own revenue guidance and most importantly achieving positive same-store sales growth (SSSG) in Mainland China for the first time in several quarters. This turnaround combined with explosive XX% growth from the TOP TOY brand and continued overseas expansion paints a bullish picture. However bears will point to the continued year-over-year compression in adjusted margins (Operating Net and EBITDA) driven by investments in higher-cost" [X Link](https://x.com/Finsee_main/status/1958473436529148064) [@Finsee_main](/creator/x/Finsee_main) 2025-08-21T10:17Z 2382 followers, XXX engagements "$FDS earnings: FactSet Ends FY25 on a Strong Note Guides Cautiously for FY26 FactSet reported a solid end to its fiscal year with accelerating organic ASV growth and results that met or exceeded the high end of its guidance. However the initial guidance for fiscal 2026 suggests a deceleration in revenue growth and further contraction in adjusted operating margins pointing to continued investment pressure and a potentially more challenging environment ahead. Bull Case: Bulls will highlight the strong execution in Q4 with Organic ASV growth accelerating to XXX% YoY the highest level in recent" [X Link](https://x.com/Finsee_main/status/1968637769321750927) [@Finsee_main](/creator/x/Finsee_main) 2025-09-18T11:26Z 2396 followers, 2221 engagements "$JPM earnings: JPM Beats & Raises Amidst Growing Macro Caution A very strong quarter with beats across the board massive capital returns and improved guidance. Bulls will point to the record Markets revenue strong AWM inflows and a huge $8.0B buyback as proof of JPMs fortress franchise delivering in any environment. Bears will latch onto Jamie Dimons increasingly cautious commentary about geopolitical risks and a softening economy alongside slowing NII growth and rising expenses. For now the bull case is more compelling based on the stellar execution and capital return but the CEOs explicit" [X Link](https://x.com/Finsee_main/status/1978056999876112790) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:15Z 2375 followers, XXX engagements "$NOAH earnings: Noah Holdings: Profitability Surges on Overseas Strength But AUM Decline Lingers Noah delivered a strong quarter with impressive bottom-line growth driven by a powerful performance in its overseas businesses and continued cost discipline. The turnaround in the overseas insurance segment was a standout success. However the bull case is tempered by a continued decline in total Assets Under Management (AUM) and persistent weakness in domestic segments. For the Bulls: Net income attributable to shareholders grew a massive XXXX% YoY. The overseas insurance business a prior weak" [X Link](https://x.com/Finsee_main/status/1960846439891763269) [@Finsee_main](/creator/x/Finsee_main) 2025-08-27T23:26Z 2382 followers, XXX engagements "$SAR earnings: NAV Grows and Credit Quality Improves but NII Remains Under Pressure Saratoga (SAR) reported a solid quarter for its balance sheet with Net Asset Value (NAV) per share increasing and a significant improvement in credit quality as a key non-accrual investment returned to performing status. However the income statement continues to feel the pressure from lower interest rates and repayments with Net Investment Income (NII) per share declining further and failing to cover the dividend for the second consecutive quarter. For the Bulls: The story is about balance sheet strength. NAV" [X Link](https://x.com/Finsee_main/status/1975655320169972082) [@Finsee_main](/creator/x/Finsee_main) 2025-10-07T20:11Z 2382 followers, XXX engagements "$WMG earnings: Adjusted Profit Up But GAAP Loss and Severe Cash Burn Raise Questions Warner Music Group (WMG) reported a mixed Q3. Bulls will point to strong double-digit growth in Adjusted OIBDA (+18%) and underlying revenue acceleration (claimed at +10% ex-items) suggesting the strategic turnaround is gaining traction. The Music Publishing division was a standout performer. However the bear case is compelling. The company swung to a GAAP net loss of $XX million from a $XXX million profit last year and free cash flow collapsed by XX% to just $X million. While management can point to" [X Link](https://x.com/Finsee_main/status/1953430508521529423) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T12:18Z 2375 followers, XXX engagements "$CFG added during the call: Private Bank & Wealth Growth Trajectory & Outlook: The Private Bank now has approximately XXX employees up from a startup base of XXX in 2023. The original teams brought over are estimated to have recovered 50-60% of their pre-acquisition book of business. Management is aiming to double the number of Private Banking Offices (PBOs) by the end of 2026. The contribution from the Private Bank could potentially double in the next three years. Deposit Milestone: The Private Banks spot deposits reached $XXXX billion already surpassing the year-end 2025 target of $12" [X Link](https://x.com/Finsee_main/status/1978464878248489351) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T14:15Z 2397 followers, XXX engagements "$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders" [X Link](https://x.com/Finsee_main/status/1957758492225274113) [@Finsee_main](/creator/x/Finsee_main) 2025-08-19T10:56Z 2381 followers, XXX engagements "$AVTR earnings: Avantor reported another challenging quarter headlined by the second consecutive reduction to full-year 2025 guidance across all key metrics (Organic Growth Adj. EBITDA Margin Adj. EPS FCF). The miss was driven by a significant deterioration in the outlook for what was previously the companys most resilient segment Bioscience Production. Q2 results were weak against both prior year figures and the specific guidance provided on the Q1 call. While organic revenue of flat was at the low end of the flat to modestly up guidance Adjusted EBITDA margin of XXXX% was a clear miss" [X Link](https://x.com/Finsee_main/status/1951253337422090302) [@Finsee_main](/creator/x/Finsee_main) 2025-08-01T12:07Z 2375 followers, XXX engagements "$MMC added during the call: The Thrive Program Financials: The companys new strategic program named Thrive is expected to generate approximately $XXX million in savings over the next three years. Costs: Achieving these savings will incur around $XXX million in charges primarily related to severance and transitioning work. Reinvestment: A portion of the savings will be reinvested into talent and technology (like AI) but the majority of the savings are expected to flow through to earnings and support future margin expansion. Execution: A significant portion of the savings will come from" [X Link](https://x.com/Finsee_main/status/1979200565021167775) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:59Z 2397 followers, XXX engagements "$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving" [X Link](https://x.com/Finsee_main/status/1976025458895667484) [@Finsee_main](/creator/x/Finsee_main) 2025-10-08T20:42Z 2379 followers, XXX engagements "$CASY earnings: Caseys Delivers Strong Q1 Beat Driven by Fuel Strength and Inside Sales Rebound Caseys started FY26 on a high note posting a significant beat on both the top and bottom lines. The performance was driven by an impressive fuel segment which saw both same-store gallons and margins exceed the top end of annual guidance. Crucially inside same-store sales re-accelerated to a strong +4.3% alleviating concerns after a softer FY25. While total operating expense growth of +14.6% was high it landed exactly within the mid-teens range management had guided to effectively de-risking a key" [X Link](https://x.com/Finsee_main/status/1965157685097365560) [@Finsee_main](/creator/x/Finsee_main) 2025-09-08T20:57Z 2394 followers, 1115 engagements "$TRV added during the call: Guidance & Outlook Net Investment Income (NII): Q4 2025 Guidance Raised: Management now expects after-tax NII of approximately $XXX million for the fourth quarter an increase from the previous guidance of $XXX million. New 2026 NII Guidance: For the full year 2026 the company expects after-tax NII of more than $XXX billion. This is projected to start around $XXX million in Q1 and grow sequentially to around $XXX million by Q4 2026. The current spread between new money rates and the embedded portfolio yield is approximately 70-75 basis points. Expense Ratio: New" [X Link](https://x.com/Finsee_main/status/1979199621931868442) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:55Z 2397 followers, XXX engagements "$PAYX earnings: Paychex: Solid Execution & Raised EPS Guidance Overshadows PEO Weakness Paychex reported a strong start to its fiscal year delivering Q1 results that met or exceeded its own guidance. The integration of Paycor is progressing well driving robust double-digit revenue growth and allowing management to raise its full-year adjusted EPS outlook. For the Bulls: The key positive is the raised EPS guidance (from 8.5-10.5% to 9-11% growth) signaling high confidence in synergy realization and profitability. Total revenue of XX% was at the high end of their forecast and early signs" [X Link](https://x.com/Finsee_main/status/1973007479689629749) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T12:50Z 2396 followers, XXX engagements "$HWC earnings: Hancock Whitney delivered a strong quarter of profitability and capital returns though balance sheet trends showed some weakness. A strong beat on earnings was driven by excellent expense control and robust fee income leading to an improved efficiency ratio and a remarkable XXXX% return on assets. The bank continued its shareholder-friendly capital return policy. Bears will point to the slowing loan growth (down to X% annualized from X% last quarter) and the notable deposit outflow particularly in valuable non-interest-bearing accounts. Overall the bull case of a highly" [X Link](https://x.com/Finsee_main/status/1978191479882305833) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T20:09Z 2388 followers, XXX engagements "$RMCF added during the call: Financial & Capital Structure New Debt: The company took on $XXX million in new debt during the quarter ($1.2M term loan $0.6M incremental loan) to support working capital. Total debt outstanding is now $XXX million. Cash Burn Expectation: Management stated they do not expect to continue burning cash over the next XX months citing the historical seasonality where Q3 and Q4 are stronger. Acquisition Details: The company acquired the Camarillo CA store for $165000. That store generated $700000 in sales last year. Operations & Margin Headwinds/Tailwinds Cocoa Price" [X Link](https://x.com/Finsee_main/status/1978101616893981166) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T14:12Z 2397 followers, XXX engagements "$SYF added during the call: Quantification of Credit Loosening: Management plans to unwind prior credit tightening actions to add back about XX% of the previously restricted sales. This provides a specific target for the initial phase of loosening credit. The remaining XX% will be evaluated in coming quarters. New Account Growth is Strong: While average active accounts are down year-over-year new account originations were up XX% both sequentially and year-over-year. This is a positive leading indicator that could reverse the negative trend in active accounts. Drivers of Consumer Spending: The" [X Link](https://x.com/Finsee_main/status/1978460725380067749) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T13:59Z 2396 followers, XXX engagements "$SNA added during the call: Sequential Momentum: Management emphasized that Q3 sales grew sequentially over Q2 which is counter to normal seasonality. They view this as a key indicator of building momentum driven by the effective pivot to faster-payback items like diagnostics and air conditioning products not a pull-forward of sales from Q4. Specific Currency Headwinds: The negative impact of foreign exchange was quantified across the business: Consolidated Gross Margin: -XX bps Consolidated Operating Margin (ex-legal): -XX bps EPS Impact: -$0.01 per share RS&I Operating Margin: -XX bps Tools" [X Link](https://x.com/Finsee_main/status/1979191842970231022) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:24Z 2397 followers, XXX engagements "$INFY earnings: Infosys Delivers Strong Growth and Raises Guidance Signaling Cautious Optimism Infosys reported a solid second quarter delivering its second consecutive period of strong sequential growth and raising the lower end of its full-year revenue guidance. This performance driven by AI-led deals and vendor consolidation signals growing confidence despite a mixed macro environment. Strong free cash flow generation and a new 18000 crore buyback further sweeten the results for investors. However challenges remain. A sequential slowdown in large deal TCV continued sluggishness in the key" [X Link](https://x.com/Finsee_main/status/1978786090241700227) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:32Z 2389 followers, 1050 engagements "$BTM earnings: Profitability Soars But Revenue Growth Cools as Guided Bitcoin Depot (BTM) reported a very strong quarter on the bottom line showcasing impressive operating leverage and cost control. While revenue growth decelerated as guided the massive expansion in profitability margins and cash flow is the main story. The results strengthen the bull case that BTM is a highly efficient cash-generating machine. For the Bulls: The story is all about profitability. Net income tripled and Adjusted EBITDA grew XX% year-over-year. Operating expenses declined X% and gross margins expanded by 360" [X Link](https://x.com/Finsee_main/status/1955241647878320469) [@Finsee_main](/creator/x/Finsee_main) 2025-08-12T12:15Z 2397 followers, XXX engagements "$C earnings: Citi Delivers Strong Underlying Quarter and Ramps Up Buybacks Though Banamex Charge Weighs on Headline Results Citigroup reported a solid quarter of underlying operational performance with strong revenue growth across all five business segments and significant progress on capital returns. Excluding a notable goodwill impairment charge related to the Banamex divestiture the results show continued momentum with an ex-item RoTCE of XXX% inching closer to the firms 2026 targets. Bulls will celebrate the massive $XXX billion in share buybacks which exceeded the companys own" [X Link](https://x.com/Finsee_main/status/1978074886275797430) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T12:26Z 2375 followers, XXX engagements "$AXP added during the call: Platinum Refresh - Financial Nuances: Expense Pacing: Management clarified that the step-up in Card Member Services expense will be immediate and more linear than the revenue impact. The costs of benefits are recognized as they are earned (many are quarterly) while the increased card fees are recognized over XX months after a members renewal date. This creates a near-term margin pressure that was fully anticipated in their guidance. Long-Term EPS: Despite the near-term expense/revenue timing mismatch from the refresh management reaffirmed this does not impact their" [X Link](https://x.com/Finsee_main/status/1979177312764526986) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:26Z 2395 followers, XXX engagements "$DBX earnings: Dropbox: Profitability Shines But Core Business Continues to Shrink Dropbox delivered a quarter of disciplined financial management handily beating its own profitability guidance and generating robust free cash flow. However the core business metrics continue to flash red with year-over-year and sequential declines in revenue paying users and ARR. The company is effectively harvesting its mature FSS business for cash to fund massive share buybacks which props up per-share results. The entire bull thesis now rests on the hope that Dropbox Dash can ignite new growth before the" [X Link](https://x.com/Finsee_main/status/1953556845005520921) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T20:40Z 2382 followers, XXX engagements "$ACI added during the call: A New Day Strategy & Portfolio Actions: CEO Susan Morris introduced a new internal rally cry A New Day at Albertsons signaling a more aggressive approach to portfolio management. This includes actively evaluating underperforming stores and non-core assets.added during the call: Year-to-date the company has announced the closure of XX stores and expects to open nine new stores by year-end. Management is also looking at flipping banners in markets where they have multiple brands to consolidate around the one that resonates most with customers (e.g. converting" [X Link](https://x.com/Finsee_main/status/1978099419972010250) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T14:03Z 2375 followers, XXX engagements "$GPN earnings: Global Payments reported a solid beat and raise quarter demonstrating strong execution on its standalone transformation plan while de-risking the upcoming Worldpay transaction. Results were modestly ahead of managements expectations driven by solid margin expansion and cost control. The key takeaway is the tangible progress and increased confidence. The company secured HSR antitrust clearance for the Worldpay acquisition and Issuer Solutions divestiture a critical milestone that keeps the H1 2026 closing on track. Management is signaling higher conviction in future performance" [X Link](https://x.com/Finsee_main/status/1953060826580967928) [@Finsee_main](/creator/x/Finsee_main) 2025-08-06T11:49Z 2395 followers, XXX engagements "$JPM added during the call: Credit Quality & Specific Exposures Specific Wholesale Charge-Offs: The elevation in wholesale charge-offs was directly attributed to apparent fraud. Management explicitly named Tricolor as the source of a $XXX million charge-off in the quarter. They also clarified that the firm has no exposure to First Brands. Increased NFI (Non-Bank Financial Institution) Risk Concern: While stating their own NFI lending is mostly highly secured management expressed a new level of caution about the broader sector. Jamie Dimon noted that when you see one cockroach youre probably" [X Link](https://x.com/Finsee_main/status/1978097279601983689) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T13:55Z 2374 followers, XXX engagements "$IBKR added during the call: Business Outlook & Growth Reversal on Account Growth Outlook: The Chairman who previously projected a deceleration in account growth directly reversed this view. He stated that the company has seen exactly the opposite of a slowdown and now expects the strong growth to continue. China Impact Clarified: Management noted the regulatory clampdown in China has had a non-material impact. While they now require mainland applicants to prove residence elsewhere they are still acquiring clients from the region albeit at a slower pace than before. Margin Loan Drivers: The" [X Link](https://x.com/Finsee_main/status/1979185009308373079) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:57Z 2397 followers, XXX engagements "$TW earnings: Tradeweb reported a very strong Q2 beating expectations on the top and bottom lines with impressive broad-based growth. Revenue grew XXXX% YoY driven by standout performance in Money Markets (+131% on the back of the ICD acquisition) Equities (+50%) and continued strength in Rates (+26%). Adjusted EPS of $XXXX (+24% YoY) was also excellent. The key story is the successful execution of their strategy. The ICD acquisition is proving highly accretive and strategic initiatives discussed last quarter like launching portfolio trading for European government bonds have been delivered." [X Link](https://x.com/Finsee_main/status/1950524253608005969) [@Finsee_main](/creator/x/Finsee_main) 2025-07-30T11:49Z 2375 followers, XXX engagements "$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the" [X Link](https://x.com/Finsee_main/status/1972757168890745299) [@Finsee_main](/creator/x/Finsee_main) 2025-09-29T20:15Z 2395 followers, 1345 engagements "$WIT earnings: Wipro Navigates Choppy Waters with Strong Deal Wins But Muted Growth and Margin Pressure Persist Wipro delivered a mixed quarter meeting its revenue guidance with continued impressive strength in large deal bookings. However the headline growth remains weak and margins were hit by a one-off customer bankruptcy and underlying investment pressures. While green shoots like a return to headcount growth and a sequential recovery in Europe are encouraging the path to a strong profitable growth trajectory is still unfolding. For the Bulls: Revenue growth of +0.3% in constant currency" [X Link](https://x.com/Finsee_main/status/1978804097835807171) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:43Z 2395 followers, XXX engagements "$FHN earnings: Strong NII and Credit Quality Overshadow Expense Jump First Horizon delivered a strong third quarter beating expectations with impressive Net Interest Income (NII) growth and continued pristine credit quality. The XX basis point expansion in Net Interest Margin (NIM) was a standout positive driven by higher loan yields and well-managed funding costs. The company also significantly ramped up share buybacks signaling confidence and a commitment to capital return. What bulls will like: The core earnings power looks robust. Strong NII growth significant NIM expansion and a" [X Link](https://x.com/Finsee_main/status/1978425098861232287) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T11:37Z 2393 followers, 1086 engagements "$CTAS earnings: Cintas Starts FY26 Strong with a Solid Beat and Raise Cintas kicked off its fiscal year with a strong quarter exceeding expectations and raising its full-year guidance for both revenue and EPS. The results show continued execution with solid revenue growth and healthy margin expansion. Capital returns remain a clear priority evidenced by significant buybacks and a double-digit dividend increase. The bull case is compelling: a consistent beat and raise performer delivering on its promises. For bears the slight deceleration in organic growth and a notable year-over-year drop in" [X Link](https://x.com/Finsee_main/status/1970836790584987855) [@Finsee_main](/creator/x/Finsee_main) 2025-09-24T13:04Z 2383 followers, XXX engagements "$GIS earnings: An As Expected Quarter of Investment But Pet Segment Weakness Lingers General Mills delivered a first quarter that was largely in line with its pre-communicated investment year strategy. Organic sales and adjusted profits declined as the company invested heavily in price to regain volume share and reaffirming full-year guidance provides a crucial anchor of stability. For the Bulls: Management is executing the plan they laid out. Reaffirming guidance in this environment is a significant positive. Early signs suggest the investments in North America Retail are working with the" [X Link](https://x.com/Finsee_main/status/1968273023212941694) [@Finsee_main](/creator/x/Finsee_main) 2025-09-17T11:17Z 2395 followers, 1007 engagements "$DEFT earnings: DeFi Techs growth story accelerates but reporting quality takes a back seat Summary: DeFi Technologies reported a solid quarter of operational execution marked by a significant guidance raise strong AUM recovery and a surge in institutional ownership. These positive developments validate their strategy post-Nasdaq listing. However the bull case is tempered by a concerning shift in financial reporting. The company now emphasizes Adjusted non-IFRS figures that paint a picture of strong profitability while the underlying IFRS results show a net loss. The quarters revenue was also" [X Link](https://x.com/Finsee_main/status/1956106101042372662) [@Finsee_main](/creator/x/Finsee_main) 2025-08-14T21:30Z 2387 followers, 2910 engagements "$BSET added during the call: Q3 Order & Sales Cadence: August was the strongest month of the quarter for incoming orders. This positive order momentum continued through the Labor Day period and into September. While the environment remains challenging management noted the last couple of months have been a little better than the period following the post-COVID boom. Retail Pricing Action: The company made the difficult decision to raise retail prices slightly in July to specifically cover the impact of tariffs. Gross Margin Outlook: Management does not expect consolidated gross margins to" [X Link](https://x.com/Finsee_main/status/1976282471936250257) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T13:43Z 2382 followers, XXX engagements "$AS earnings: Amer Sports: Strong Beat & Raise Driven by Salomons Breakout Quarter Amer Sports delivered an impressive quarter handily beating guidance on all key metrics and significantly raising its full-year outlook. The results were driven by continued strength at Arcteryx and a remarkable acceleration in the Outdoor Performance segment confirming that Salomon is becoming a powerful second engine of growth. The company raised its full-year guidance despite incorporating higher U.S. tariff assumptions signaling strong confidence in its mitigation strategies and underlying business" [X Link](https://x.com/Finsee_main/status/1957752471075291144) [@Finsee_main](/creator/x/Finsee_main) 2025-08-19T10:32Z 2374 followers, XXX engagements "$PLD earnings: Prologis Converts Leasing Pipeline into Record Signings Raises Guidance Again Prologis delivered a strong quarter confirming the water building behind the dam thesis from Q2 with record lease signings. The results were highlighted by another increase in full-year guidance for Core FFO Same-Store NOI and development activity. While rent growth decelerated it remains at very high levels and the company is making significant strides in its data center power strategy. The bull case is quite compelling this quarter underpinned by powerful execution and a very bullish forward-looking" [X Link](https://x.com/Finsee_main/status/1978436533066579975) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:23Z 2395 followers, XXX engagements "$JBHT earnings: J.B. Hunt (JBHT): Cost Discipline Drives Strong Profit Growth Despite Tepid Revenue J.B. Hunt delivered a strong quarter on the bottom line with EPS growing XX% and operating income up 8%. This performance was driven almost entirely by the successful execution of its lower our cost to serve initiative which is clearly bearing fruit particularly in the core Intermodal segment. However the top-line story remains challenging. Overall revenue was flat masking a very mixed performance across segments. While Dedicated (DCS) remains resilient and Truckload (JBT) saw strong volume" [X Link](https://x.com/Finsee_main/status/1978553921145573790) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T20:09Z 2382 followers, XXX engagements "$RGEN earnings: Repligen reported a very strong Q2 beating expectations on revenue and delivering a significant guidance increase for the full year. The key highlight was an acceleration in order growth to over XX% YoY marking the eighth consecutive quarter where orders outpaced non-COVID revenue. This broad-based strength particularly the rebound in capital equipment alleviates prior concerns about demand softness. Management raised the midpoint of its full-year organic growth guidance effectively absorbing a newly quantified X% headwind from new modalities and a modest tariff impact" [X Link](https://x.com/Finsee_main/status/1950160945692520555) [@Finsee_main](/creator/x/Finsee_main) 2025-07-29T11:46Z 2382 followers, XXX engagements "$AXP earnings: American Express: Strong Beat and Raise Driven by Accelerating Spend and Fee Growth American Express delivered a powerful quarter exceeding expectations and raising its full-year guidance. The results showcase broad-based strength with accelerating card member spending and continued momentum in high-margin card fees. The early results from the crucial U.S. Platinum card refresh are very encouraging suggesting their core strategic initiative is paying off. For the bulls: The story is straightforward and compelling. Top-line growth accelerated to XX% EPS grew XX% and management" [X Link](https://x.com/Finsee_main/status/1979144270830538911) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:15Z 2397 followers, XXX engagements "$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by" [X Link](https://x.com/Finsee_main/status/1979078855110406331) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T06:55Z 2396 followers, XXX engagements "$LEGN earnings: Legend Biotech Hits Adjusted Profitability Well Ahead of Schedule CARVYKTI Sales Surge XX% QoQ Legend Biotech reported a stellar second quarter marked by impressive CARVYKTI sales growth and most notably the early achievement of adjusted profitability. CARVYKTI sales of $XXX million grew XX% sequentially handily beating the modest growth expectations set on the last call. This performance coupled with disciplined spending led to a surprise adjusted net income of $XXXX million a significant milestone that strongly supports the companys path to full profitability in 2026. For" [X Link](https://x.com/Finsee_main/status/1954872067205001384) [@Finsee_main](/creator/x/Finsee_main) 2025-08-11T11:46Z 2388 followers, XXX engagements "$SYF earnings: Synchrony Financial: Credit Quality Shines and Capital Returns Accelerate Overshadowing Muted Growth Synchrony delivered a strong third quarter beating expectations on the back of excellent credit management. Lower net charge-offs and a reserve release significantly boosted earnings. The company is rewarding shareholders with a massive $XXX million in capital returns and a new $XXX billion buyback authorization. While the headline loan growth remains negative the return to positive purchase volume growth is an encouraging sign. The bear case centers on the continued pressure on" [X Link](https://x.com/Finsee_main/status/1978411319532441941) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T10:43Z 2397 followers, XXX engagements "$FUFU earnings: BitFuFu: Cloud Mining Strength & Bitcoin Rally Drive Impressive Profit Swing BitFuFu reported a very strong second quarter marking a significant turnaround from Q1s loss. The headline numbers are impressive driven by surging cloud mining demand and a substantial unrealized gain on their Bitcoin holdings. While the self-mining division continues to struggle under the weight of the 2024 halving event the companys strategic pivot to cloud services and operational execution are clearly paying off. For the Bulls: The growth story is compelling. Total managed hashrate grew an" [X Link](https://x.com/Finsee_main/status/1956301691055185976) [@Finsee_main](/creator/x/Finsee_main) 2025-08-15T10:27Z 2395 followers, 1602 engagements "$EQIX earnings: Equinix reported a strong second quarter beating expectations and raising its full-year 2025 guidance across all key metrics. The results demonstrate a continuation of the powerful momentum seen in Q1 driven by robust customer demand particularly for AI and cloud connectivity and strong operational execution. The company delivered revenue of $XXXXX billion and an adjusted EBITDA margin of XXXX% reaching a key profitability target ahead of the second-half schedule mentioned last quarter. Customer growth remained solid with 4100 deals closed and the critical interconnection" [X Link](https://x.com/Finsee_main/status/1950660083156762703) [@Finsee_main](/creator/x/Finsee_main) 2025-07-30T20:49Z 2385 followers, XXX engagements "$CANG earnings: Transformation Complete but Accounting Noise Masks Operational Progress Cangos Q2 results mark the completion of its pivot to a pure-play Bitcoin miner. The company successfully scaled its hash rate as promised and divested its legacy China assets simplifying the story and providing significant cash. Operationally the business showed impressive underlying profitability with a massive jump in Adjusted EBITDA. However the headline numbers are messy. A huge non-cash impairment charge on mining equipment and a one-off loss from the China divestiture led to a staggering GAAP net" [X Link](https://x.com/Finsee_main/status/1963737840421917156) [@Finsee_main](/creator/x/Finsee_main) 2025-09-04T22:56Z 2395 followers, 1097 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Finsee_main Finsee
Finsee posts on X about momentum, a very, investment, balance sheet the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +14%
- X Month XXXXXXX -XX%
Mentions: XX #
- X Week XXX +22%
- X Month XXX -XX%
Followers: XXXXX #
- X Week XXXXX +2.50%
- X Month XXXXX +12%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX% currencies XXXX% exchanges XXXX%
Social topic influence momentum #694, a very #1355, investment #5184, balance sheet #1119, outlook #140, cash flow #437, bulls #542, acquisition #866, china 0.75%, robust #58
Top accounts mentioned or mentioned by @i_drohi @realjpdejongh @permplateau @renesellmann @pandemicrespon4 @aikaxbt_agent @23marksay @shortreportmeta @srinicapital @jacksonleeburn1 @pomomoh @grok @thoughtmusings1 @formativeetf @bernardo11rr @exceed_invest @cicciozao @drew58298923 @blankcheque__
Top assets mentioned Bitcoin (BTC) Matrix AI Network (MAN) Medicalchain (MTN) Applied Blockchain, Inc. Common Stock (APLD) Goldman Sachs (GS) GammaSwap (GS) United Airlines Holdings, Inc. (UAL) CSX Corporation (CSX) Marsh & McLennan Companies, Inc. (MMC) Centric Swap (CNS) Ally Financial, Inc. (ALLY) Domino's Pizza Inc (DPZ) Basis Cash (BAC) SpeedCash (SCS) Alvey Chain (WALV) TrustVerse (TRV) Selfkey (KEY) PNC Financial Services Group Inc (PNC) Lamb Weston Holdings Inc (LW) Arcblock (ABT) Snap-on Incorporated (SNA) Centrifuge (CFG) Interactive Brokers Group, Inc. (IBKR) Johnson & Johnson (JNJ) Albertsons Companies, Inc. (ACI) Rigel Protocol (RGP) First Horizon, Corp. (FHN) Paychex, Inc. (PAYX) Paypex (PAYX) JPMorgan Chase (JPM) Synchrony Financial (SYF) American Express Company (AXP) Bath & Body Works Inc (BBWI) Fastenal Company (FAST) Unifi Protocol DAO (UNFI) McCormick & Company, Incorporated (MKC) Hormel Foods Corp (HRL) Stanley Black & Decker, Inc. (SWK) Wells Fargo & Co (WFC) EPAM Systems, Inc. (EPAM) Burlington Stores, Inc. (BURL) Darden Restaurants, Inc. (DRI) Jack Henry & Associates, Inc. (JKHY) Constellation Brands, Inc. Class A (STZ) KeyCorp (KEY) Schlumberger NV (SLB) SAFE DEAL (SFD)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MAN added during the call: Frozen Labor Market: Management repeatedly characterized the current environment in North America and Europe as a frozen labor market with very little permanent hiring and simultaneously very few workforce reductions. This dynamic explains the concurrent weakness in both permanent placement/RPO and the outplacement (Right Management) business. Intra-Quarter Trends Showed Improvement: France: The revenue trend improved during Q3. The quarter averaged a -X% decline but the exit rate in September was better at -4%. Management expects this slightly improved rate of"
X Link @Finsee_main 2025-10-17T15:07Z 2397 followers, XXX engagements
"$MTN added during the call: CEOs Candid Diagnosis of Underperformance CEO Rob Katz provided a detailed and frank assessment of the companys shortcomings moving beyond the high-level statements in the press release. Marketing Missteps: He stated that Vails marketing failed to evolve as consumer behavior shifted. Specifically he noted that the effectiveness of email has significantly declined but the company was too slow to pivot to new channels like social media digital platforms and influencers. Transactional vs. Emotional Connection: The companys messaging has been overly focused on"
X Link @Finsee_main 2025-09-30T06:41Z 2388 followers, XXX engagements
"$BBWI earnings: Solid Beat & Raise Driven by Strong Execution; New CEO Strategy Takes Shape Bath & Body Works delivered a strong second quarter with revenue and adjusted EPS hitting the high end of their guidance range. The performance was underpinned by a successful Semi-Annual Sale and continued underlying sales growth. More importantly the company raised the low end of its full-year EPS guidance and increased its share buyback plan signaling strong confidence despite absorbing significant tariff headwinds. For the Bulls: A clean beat and raise quarter. Management is executing well raising"
X Link @Finsee_main 2025-08-28T11:25Z 2387 followers, 2216 engagements
"$EDUC earnings: Summary: Survival Secured Turnaround Still a Show-Me Story Educational Development Corp. (EDC) has secured its immediate future with a definitive agreement to sell its Hilti Complex which will eliminate all bank debt. This is a critical de-risking event. However the core business continues to deteriorate at an alarming rate with a steep decline in sales and a collapse in the number of its sales consultants (Brand Partners). The Bull Case: The balance sheet is about to be completely reset. With no debt and cash from the sale the company has bought itself significant time and"
X Link @Finsee_main 2025-10-09T20:36Z 2393 followers, XXX engagements
"$APLD added during the call: Financing & Capital Structure Detailed Project Financing Terms: Management provided specific expected terms for the project financing on the XXX MW Polaris Forge X campus which they aim to complete within the current fiscal quarter.Loan-to-Cost (LTC): Expected to be in the XX% range. Pricing: Targeting a blended rate of XXX to XXX basis points over SOFR. Structure: The loan will be bifurcated. The first XX% of the LTC will be structured as a lower-cost mortgage with the remaining XX% structured as a higher-cost second lien or mezzanine facility. Scope of Project"
X Link @Finsee_main 2025-10-09T21:46Z 2363 followers, XXX engagements
"$GS earnings: Goldman Sachs (GS) Q3 2025 Earnings Note A powerful beat driven by a roaring Investment Banking comeback and steady AWM growth. Goldman Sachs reported a very strong third quarter comfortably exceeding the performance of the prior quarter and year. The results were headlined by a significant resurgence in Investment Banking particularly in Advisory confirming the M&A recovery is well underway. The Asset & Wealth Management engine continues to compound steadily posting record assets. While Equities trading showed some softness the overall picture is robust with the firm delivering"
X Link @Finsee_main 2025-10-14T11:36Z 2375 followers, XXX engagements
"$FAST earnings: Fastenal: Strong Sales Continue but Margin Leverage and Digital Goals Soften Fastenal delivered another quarter of impressive top-line growth proving its ability to take market share in a sluggish industrial environment. Bulls will cheer the XXXX% sales growth expanding gross margins and a rebound in the critical fasteners category. However bears will point to a notable deceleration in incremental operating margin to just XX% a downward revision to the full-year digital sales goal and pricing that came in below prior commentary. The bull case still holds but the emerging"
X Link @Finsee_main 2025-10-13T13:35Z 2384 followers, XXX engagements
"$OXM earnings: Oxford Beats Q2 on Margin; Early Green Shoots Appear Amid Tariff Headwinds Oxford Industries delivered a mixed Q2 beating adjusted EPS guidance on better-than-expected gross margins while sales landed at the low end of their forecast. The results reflect ongoing consumer caution and severe tariff-related margin pressure. However two critical developments improve the outlook: management has successfully mitigated half of the potential annual tariff impact and comparable sales have turned modestly positive quarter-to-date in Q3. For the Bulls: The Q3-to-date sales trend is a"
X Link @Finsee_main 2025-09-10T20:20Z 2382 followers, XXX engagements
"$UNFI earnings: Navigated Cyber Attack Strong FY26 Guidance Overshadows Weak Q4 Finish UNFIs full-year results show significant operational progress with a dramatic turnaround in free cash flow and a stronger balance sheet. However the fourth quarter was materially impacted by the previously disclosed cybersecurity incident leading to an adjusted loss and a decline in EBITDA. The Bull Case: The strong guidance for fiscal 2026 is the main story. Management is forecasting a XX% increase in Adjusted EBITDA and a more than doubling of Adjusted EPS at the midpoint. This suggests the cyber incident"
X Link @Finsee_main 2025-09-30T11:14Z 2384 followers, 1278 engagements
"$UAL earnings: UAL Beats and Raises Confident Outlook Suggests Turnaround is Gaining Altitude United Airlines reported a solid Q3 beating the high end of its earnings guidance driven by strong operational performance and continued growth in high-value revenue streams. Bulls will cheer the strong Q4 guidance which implies significant sequential earnings acceleration and a meaningful improvement in unit revenues confirming the demand inflection management signaled last quarter. The companys focus on brand-loyal customers and premium products appears to be building resilience. Bears may point to"
X Link @Finsee_main 2025-10-15T20:18Z 2397 followers, XXX engagements
"$MKC earnings: McCormick (MKC): Volume Story Intact but Margin Pressure Mounts Forcing Guidance Cut McCormick delivered its fifth consecutive quarter of volume-led growth a solid achievement in the current environment driven by strength in its Consumer segment. However this top-line momentum was overshadowed by significant margin pressure from rising commodity costs and new tariffs forcing management to lower its full-year profitability and EPS guidance. While the consumer demand story remains a clear positive for bulls the reversal in gross margin expansion and the downward revision to the"
X Link @Finsee_main 2025-10-07T11:21Z 2384 followers, 2104 engagements
"$AMRK earnings: A-Mark Precious Metals (AMRK) Q4 FY25 Earnings Note Headline: Acquisition-Fueled Margin Expansion Drives Sharp Rebound But Underlying Volumes Remain a Concern A-Mark reported a dramatic sequential recovery in Q4 swinging back to profitability after a challenging Q3. The results showcase the immediate impact of its recent acquisitions (SGI Pinehurst AMS) which drove a XX% YoY increase in gross profit and a significant expansion in gross margin to 3.25%. This performance confirms that the temporary headwinds from Q3 like market backwardation have subsided. For the Bulls: The"
X Link @Finsee_main 2025-09-09T20:37Z 2396 followers, XXX engagements
"$CSX earnings: Goodwill Impairment and Cost Pressures Overshadow Solid Operations CSX reported a challenging quarter where strong operational execution was overshadowed by a significant non-cash impairment charge and persistent cost pressures. While the railroad is running well with key service metrics improving the financial results were disappointing. A large goodwill write-down on a past acquisition raises questions about capital allocation and core costs are rising faster than flattish revenue leading to significant margin compression. For the Bulls: 🟢 The railroad is performing"
X Link @Finsee_main 2025-10-16T20:15Z 2396 followers, XXX engagements
"$HRL earnings: Hormel Foods: Top-Line Strength Undermined by Severe Margin Pressure Hormel delivered strong sales growth that beat its own full-year targets but a severe spike in commodity costs crushed profitability leading to a significant cut in its full-year earnings guidance. This miss erodes the credibility of the strong second half narrative management presented just three months ago. The Bull Case: The companys portfolio is resonating with consumers. Strong organic sales growth (+6%) was driven by solid volume gains in Retail (+5%) and International (+8%) and organic volume growth in"
X Link @Finsee_main 2025-08-28T11:46Z 2380 followers, 1553 engagements
"$SWK earnings: Stanley Black & Decker reported Q2 results that significantly beat the pessimistic minimally positive earnings guidance from Q1 posting a $XXXX Adjusted EPS. However this beat was largely driven by a one-time tax benefit from an audit settlement which masked underlying operational pressure. Revenue declined X% (-3% organic) in line with cautious expectations as continued strength in the professional DEWALT brand was offset by a slow outdoor buying season and tariff-related disruptions. The central story this quarter is the dramatic downward revision of the expected tariff"
X Link @Finsee_main 2025-07-29T11:25Z 2382 followers, XXX engagements
"$MMC earnings: Solid Quarter Driven by Consulting; Major Strategic Rebrand Announced Marsh McLennan (MMC) reported a solid quarter with results tracking expectations. Strong bottom-line execution and an acceleration in the Consulting segment offset a slight slowdown in the larger Risk & Insurance Services business. The big news however was the announcement of a major strategic shift: the company will rebrand as Marsh in 2026 and a new Business and Client Services (BCS) unit will be created to drive efficiency and centralize investments in AI and data analytics. For the Bulls: Adjusted EPS"
X Link @Finsee_main 2025-10-16T11:55Z 2397 followers, 1191 engagements
"$MAN earnings: ManpowerGroup: Return to Organic Growth Obscures Weakness in Key Markets ManpowerGroup finally delivered positive organic growth after XX straight quarters of decline a significant milestone that management has been working towards. The X% organic constant currency revenue growth beat their own guidance. However the details reveal a concerning picture: key growth drivers from the prior quarter specifically the US and the APME region have either slowed dramatically or reversed into decline. While cost controls are yielding results particularly in narrowing losses in Northern"
X Link @Finsee_main 2025-10-16T12:01Z 2397 followers, XXX engagements
"$WFC earnings: Wells Fargo Delivers Strong Quarter and Raises the Bar on Future Returns Wells Fargo reported a solid Q3 beating last quarters results on both the top and bottom lines while making significant progress on key strategic initiatives. The bank is clearly shifting from remediation to offense underscored by a new ambitious medium-term ROTCE target of 17-18%. This directly addresses a key investor question from last quarter and signals strong confidence in future profitability. For the Bulls: The new higher return targets are a major catalyst. Management is not just talking about"
X Link @Finsee_main 2025-10-14T11:45Z 2373 followers, XXX engagements
"$CNS added during the call: Guidance and Financials Full-Year Guidance Updated: Management provided revised full-year 2025 guidance: Compensation Ratio: Now expected to be XXXXX% a slight improvement from the previous guidance of 40.5%. G&A Growth: Now expected to be around X% year-over-year an increase from the prior 7-8% range driven by first-half spending on talent and the active ETF launch. Effective Tax Rate: Now expected to be XXXX% a slight improvement from the previous XXXX% guidance. Hiring and Margin Outlook: Some hiring has been pushed into 2026 which helped the current years"
X Link @Finsee_main 2025-10-17T14:50Z 2397 followers, XXX engagements
"$CDXS earnings and call: Strong ECO Synthesis Momentum Forces Strategic Rethink Codexis delivered a strong quarter beating on revenue and significantly narrowing its net loss driven by a rebound in the core Pharma Biocatalysis business. However the main story is the overwhelming demand for the ECO Synthesis platform with customer engagements more than doubling since the start of the year. This momentum is so strong that management is now publicly questioning its prior goal of reaching cash-flow breakeven by 2026 suggesting that investing more heavily in in-house GMP manufacturing to capture a"
X Link @Finsee_main 2025-08-13T21:53Z 2382 followers, 4556 engagements
"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"
X Link @Finsee_main 2025-10-17T11:34Z 2397 followers, 1145 engagements
"$EPAM earnings: Strong Beat and Raise Driven by Accelerating Organic Growth EPAM delivered a very strong quarter beating its own guidance on revenue and EPS driven by an impressive acceleration in organic growth. The company raised its full-year outlook across the board signaling a significant increase in confidence compared to the caution expressed just three months ago. For bulls the accelerating organic constant currency growth (from XXX% in Q1 to XXX% in Q2 with XXX% guided for Q3) and the raised guidance provide strong evidence that the flight to quality narrative is playing out and"
X Link @Finsee_main 2025-08-07T10:46Z 2384 followers, 2450 engagements
"$EPM earnings: Production Holds Steady Net Income Soars on Derivatives Focus Shifts to Acquisitions Evolution Petroleum reported a significant jump in net income but this was driven by non-cash derivative gains. The core story this quarter is the successful execution of its acquisition strategy which is adding production and cash flow but also increasing leverage. While new wells at Chaveroo are outperforming this is being offset by downtime and declines in the base assets resulting in flat year-over-year production. For the Bulls: The company is successfully executing its M&A strategy"
X Link @Finsee_main 2025-09-16T20:26Z 2373 followers, XXX engagements
"$DPZ earnings: U.S. Acceleration Silences Doubters Non-Operational Item Mars Headline EPS Dominos delivered a powerful Q3 with U.S. same-store sales growth accelerating sharply to +5.2% crushing the prior quarters +3.4% and the full-year guide of 3%. This confirms that the Hungry for More strategy particularly new product innovation (stuffed crust) and aggressive value promotions is firing on all cylinders and driving significant market share gains. Operating income growth was also robust at +11.8% ex-FX showcasing strong execution. The bull case is compelling: the core U.S. business has"
X Link @Finsee_main 2025-10-14T10:42Z 2373 followers, XXX engagements
"$RMCF earnings: Rocky Mountain Chocolate Factory (RMCF): Transformation Hits Headwind as Gross Profit Vanishes Rocky Mountain Chocolate Factory reported a mixed Q2 with top-line growth overshadowed by a severe contraction in profitability. While the company continues to execute its strategic refresh with new store openings and system upgrades a surprising swing to a gross loss raises serious questions about underlying operational health and the effectiveness of its pricing strategy. For the Bulls: Revenue grew X% YoY driven by pricing actions and a better sales mix. The strategic pivot is"
X Link @Finsee_main 2025-10-13T20:09Z 2384 followers, XXX engagements
"$BURL earnings: Strong Q2 Beat & Raise Overshadows Cautious H2 Outlook Burlington delivered a very strong Q2 handily beating guidance on all key metrics and prompting a significant increase in full-year EPS guidance. The results were driven by impressive X% comparable store sales growth and substantial margin expansion demonstrating strong operational execution. Bulls will point to the massive earnings beat (Adjusted EPS of $XXXX vs. $1.20-$1.30 guide) and the significant raise to full-year EPS guidance as clear evidence that the Burlington XXX strategy is working effectively. The XXX basis"
X Link @Finsee_main 2025-08-28T11:20Z 2396 followers, XXX engagements
"$DRI earnings: Darden Starts the Year Strong but Cautious Guidance Raises Questions Darden reported a robust start to its fiscal year with sales and earnings per share handily beating last years results. The companys core casual dining brands Olive Garden and LongHorn Steakhouse continue to demonstrate impressive strength and market share gains. However while raising the low end of its sales guidance management kept its full-year EPS forecast unchanged and noted higher expected inflation suggesting a cautious outlook for the remainder of the year. For the Bulls: Strong Sales Momentum: Total"
X Link @Finsee_main 2025-09-18T11:19Z 2383 followers, XXX engagements
"$BAC added during the call: Updated Guidance & Outlook Preliminary 2026 NII Growth: Management provided a first look at 2026 NII expecting full-year growth of X% to X% over 2025. This is driven by continued organic loan and deposit growth (tracking slightly above GDP) plus a significant tailwind from the repricing of fixed-rate assets. Asset Repricing Detail: In 2026 the bank expects $10B - $15B per quarter of mortgage-backed securities and mortgage loans to roll off. These will be replaced by new assets yielding 150-200 basis points higher. Q4 Expense Outlook: Expenses in Q4 are expected to"
X Link @Finsee_main 2025-10-15T14:03Z 2395 followers, XXX engagements
"$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry"
X Link @Finsee_main 2025-08-19T21:21Z 2395 followers, XXX engagements
"$SCS added during the call: Guidance and Merger Discussion No Forward Guidance: As expected due to the pending acquisition by HNI management will not be providing forward-looking guidance. No Merger Questions: Management stated upfront they would not be taking any questions related to the pending merger with HNI referring investors to public filings. Demand and Orders Volume-Led Growth: The strong X% order growth in the Americas was driven primarily by higher volume with price increases only contributing a couple of percentage points. This indicates robust underlying demand for products."
X Link @Finsee_main 2025-09-29T19:41Z 2366 followers, XXX engagements
"$ALV earnings: Autoliv: A Record Quarter Overshadowed Only by a Cautious Outlook Autoliv delivered a stellar Q3 beating internal expectations with record sales and profits for a third quarter. The bull case is strong: operational execution is excellent shareholder returns are accelerating and a new proactive strategy in China is taking shape with key partnerships. However the decision to maintain full-year guidance despite a significantly improved market outlook raises questions about underlying headwinds or managements conservatism. For the Bulls: A clean beat across the board driven by"
X Link @Finsee_main 2025-10-17T11:27Z 2397 followers, XXX engagements
"$SCS earnings: Steelcase Beats on Top and Bottom Line as Corporate Demand Remains Robust; HNI Merger Now in Focus Steelcase reported a strong second quarter beating guidance on revenue gross margin and adjusted EPS. The results were driven by continued strength from large corporate customers in the Americas confirming the thesis that businesses are actively investing in their office spaces to support new ways of working. While known headwinds in the education sector and parts of Europe persist the core business momentum is impressive. However the quarters strong operational performance is now"
X Link @Finsee_main 2025-09-24T20:31Z 2383 followers, XXX engagements
"$STZ earnings: Consumer Weakness Hits Volumes But Constellation Holds Firm on Full-Year Outlook The second quarter was undeniably challenging for Constellation Brands with results clearly showing the impact of a weakening consumer. Beer volumes declined driven by significant slowdowns in core brands Modelo and Corona and margins contracted. The bull case now rests entirely on managements credibility as they strongly reaffirmed full-year guidance which implies a significant and rapid recovery in the second half of the year. For the Bulls: Guidance Reaffirmed: Despite the tough quarter"
X Link @Finsee_main 2025-10-06T20:23Z 2393 followers, 1104 engagements
"$GS added during the call: Strategy & Operations New AI-Driven Efficiency Program (One Goldman Sachs 3.0): The firm announced a new multi-year centralized operating model propelled by AI. The goal is to drive significant efficiencies and create capacity for future growth. The initial focus will be on reengineering processes like client onboarding lending and regulatory reporting. More details and metrics will be provided in January. AWM Acquisition - Industry Ventures: Goldman Sachs announced the acquisition of Industry Ventures a leading venture capital platform. This move is designed to"
X Link @Finsee_main 2025-10-14T15:03Z 2375 followers, XXX engagements
"$TRV earnings: Travelers (TRV): Lower Catastrophes Drive Strong Earnings Beat Profitability Shines Travelers reported an excellent third quarter significantly beating expectations on the bottom line driven by much lower catastrophe losses and continued strength in underlying underwriting margins and investment income. Core Return on Equity was an impressive 22.6%. The results underscore the companys strong execution and profitability focus. The bull case is compelling highlighted by a XX% jump in core EPS a nearly 6-point improvement in the consolidated combined ratio and a XX% after-tax"
X Link @Finsee_main 2025-10-16T12:07Z 2397 followers, XXX engagements
"$KEY earnings: Strong NII momentum and credit quality drive another guidance raise. KeyCorp delivered a very strong third quarter beating expectations on the back of impressive Net Interest Income (NII) and Net Interest Margin (NIM) expansion. The bank is successfully executing its strategy of optimizing the balance sheet managing deposit costs down while repricing assets higher. Credit quality remains a standout positive with key metrics stable or improving allowing for a small reserve release. This solid performance prompted management to raise its full-year 2025 guidance for NII"
X Link @Finsee_main 2025-10-16T11:35Z 2397 followers, XXX engagements
"$DQ earnings: Daqo New Energy (DQ): Costs Down Sales Halted Ahead of Potential Turnaround Daqo reported a tough quarter financially with a collapse in sales volume leading to dismal revenue and margins. However the underlying operational story is much more optimistic. The company demonstrated excellent cost control and its strategic decision to hold back inventory appears prescient given the sharp rebound in polysilicon prices in July reportedly spurred by Chinese government intervention to curb irrational competition. For Bulls: 🟢 The bull case is forward-looking and strengthening."
X Link @Finsee_main 2025-08-26T11:15Z 2396 followers, 1143 engagements
"$SLB earnings: SLB Navigates a Soft Quarter with ChampionX Masking Core Weakness SLBs third-quarter results present a mixed picture. While the headline numbers are bolstered by the first-time consolidation of ChampionX the underlying pro forma results reveal a business facing headwinds. The strategic pivot towards Digital and Production continues to pay off with Digital showing impressive growth. However overall market softness led to a sequential decline in the core business and a notable miss on margin guidance. For the Bulls: The integration of ChampionX is now a reality contributing"
X Link @Finsee_main 2025-10-17T11:20Z 2397 followers, XXX engagements
"$SFD earnings: Smithfield Raises FY25 Outlook as Hog Production Improves Though Core Meat Profits Lag Smithfield reported a complex quarter. On the surface the company raised its full-year adjusted operating profit guidance driven entirely by a stronger outlook for its Hog Production segment. Adjusted EPS of $XXXX also beat the prior years $XXXX. However this positive headline masks significant underlying weakness in the core Packaged Meats and Fresh Pork segments both of which saw sharp year-over-year declines in GAAP operating profit indicating severe margin compression. Bull Case: Bulls"
X Link @Finsee_main 2025-08-12T10:58Z 2381 followers, XXX engagements
"$PNC earnings: PNC: Strong Quarter Cautious Outlook and a Big Acquisition PNC delivered a powerful third quarter beating guidance on nearly every key metric with record revenue exceptional fee income growth and pristine credit quality. The bank continues to execute flawlessly on expense control generating another quarter of positive operating leverage. Bulls will celebrate the strong PPNR growth and the significant beat on net charge-offs. However bears will immediately point to the weak Q4 guidance which signals a sharp deceleration in revenue and the newly announced $XXX billion acquisition"
X Link @Finsee_main 2025-10-15T11:28Z 2395 followers, XXX engagements
"$BSET earnings: Bassetts Wholesale Strength Shines But Fading Backlog Clouds Outlook Bassett reported strong Q3 top-line growth that accelerated from the prior quarter driven by an outstanding performance in its Wholesale segment which saw margins expand significantly. While the turnaround is showing clear signs of progress particularly in cost control and wholesale profitability the core Retail segment remains unprofitable and a significant sequential decline in the company-wide order backlog raises serious questions about near-term growth sustainability. For the Bulls: Revenue growth"
X Link @Finsee_main 2025-10-08T20:26Z 2397 followers, XXX engagements
"$BAH earnings: Booz Allen Hamilton reported Q1 FY26 results that were in line with expectations demonstrating solid execution of its reset year strategy outlined last quarter. Revenue saw a slight decline of XXX% YoY driven by the anticipated low double-digit contraction in the Civil business (-13.2%) which was successfully offset by continued strength in Defense (+6.8%) and Intelligence (+5.9%). As guided the company completed a X% headcount reduction during the quarter. Despite the top-line pressure profitability improved with Adjusted EBITDA Margin expanding by XX bps to XXXX% and Adjusted"
X Link @Finsee_main 2025-07-25T11:26Z 2382 followers, XXX engagements
"$ALLY added during the call: Guidance and Outlook Q4 Net Interest Margin (NIM): Management explicitly guided for Q4 NIM to be roughly flat compared to Q3s XXXX% level. 2026 Earning Assets: The company expects low-single-digit percentage growth in average earning assets for 2026 driven by growth in retail auto and corporate finance. 2025 Earning Assets Exit Rate: While the full-year average earning assets are guided to be down X% management expects ending earning asset balances to be flat year-over-year for 2025 implying an inflection point in growth. Return Profile Clarification: Core ROTCE"
X Link @Finsee_main 2025-10-17T14:07Z 2397 followers, XXX engagements
"$RPM added during the call: Quantified Organic Growth Drivers: Management revealed strong underlying unit volume growth in its core segments a key self-help measure in a challenging market. Construction Products Group (CPG) unit volume grew +4%. Performance Coatings Group (PCG) unit volume grew +8%. Specifics on SG&A Increases: Management broke down the key drivers of higher SG&A separating deliberate investments from unexpected costs. Growth Investments: A deliberate $XXXX million quarterly increase in spending to drive growth comprised of:$5.3 million for new hires in sales and sales"
X Link @Finsee_main 2025-10-01T15:48Z 2375 followers, XXX engagements
"$KARO earnings: Karooooo Accelerates Subscription Revenue Reaffirms Full-Year Outlook Karooooo reported a solid quarter with the key highlight being an acceleration in subscription revenue growth to 20%. The company reaffirmed its full-year guidance signaling confidence in its strategy. However the bull case is tempered by a noticeable slowdown in net subscriber additions and a sharp decline in free cash flow which are likely to be key points of focus for investors. For the Bulls: The acceleration in high-margin subscription revenue and SaaS ARR to XX% is a clear positive showing that"
X Link @Finsee_main 2025-10-14T20:34Z 2384 followers, XXX engagements
"$SCHW earnings: Schwab Fires on All Cylinders Crushing Profitability and Accelerating Buybacks Charles Schwab reported a stellar third quarter with record revenue and earnings driven by powerful net new asset growth and significant margin expansion. The company made remarkable progress on its balance sheet priorities nearly eliminating high-cost supplemental funding. This operational strength combined with a confident outlook fueled a massive acceleration in capital returns signaling a clear shift from defense to offense. For the Bulls: Record adjusted EPS of $XXXX and revenue of $XXX billion"
X Link @Finsee_main 2025-10-16T12:32Z 2393 followers, XXX engagements
"$BAC earnings: Bank of America: Strong Beat Driven by NII and Capital Markets Rebound Credit Improves Bank of America reported a strong Q3 beating expectations on both the top and bottom lines. The results showcased broad-based strength with continued Net Interest Income (NII) momentum and a significant rebound in capital markets activity. Most notably credit quality metrics improved sequentially defying concerns about deterioration. The combination of record NII resurgent fee income and improving credit created powerful operating leverage driving the efficiency ratio down to 62%. For the"
X Link @Finsee_main 2025-10-15T11:07Z 2388 followers, XXX engagements
"$KEY added during the call: Financial Targets Guidance & Outlook Share Repurchases: Management is moving from crawl to walk on buybacks. They plan to repurchase approximately $XXX million of common stock in Q4 2025. They characterized this amount as likely being the low level for future quarters. Path to 15%+ ROTCE: The medium-term target is based on a low risk plan. About half of the required XX bps of NIM expansion is mechanical from fixed-asset and swap repricing with the other half coming from business execution. Management noted their long-term ROTCE goal remains XX% to 19%. Capital"
X Link @Finsee_main 2025-10-17T15:17Z 2397 followers, XXX engagements
"$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing"
X Link @Finsee_main 2025-09-09T11:42Z 2389 followers, 1235 engagements
"$LW added during the call: Quarterly Performance & Business Drivers Q1 Results Beat Internal Expectations: Management stated that the first quarter results exceeded our expectations driven by stronger-than-planned volume and faster realization of cost savings. Volume Strength Was Pulled Forward: A key reason for the strong Q1 volume in North America was that new customer business was onboarded earlier than originally planned. This suggests some of the anticipated Q2 volume growth was realized in Q1. Specific Restaurant Traffic Trends: While the presentation noted mixed traffic the call"
X Link @Finsee_main 2025-09-30T16:47Z 2375 followers, XXX engagements
"$MS earnings: Morgan Stanley Delivers a Blowout Quarter Firing on All Cylinders Morgan Stanley reported an outstanding third quarter with strong performance across all business segments demonstrating the power of its integrated firm strategy. A significant rebound in Investment Banking coupled with continued momentum in its massive Wealth Management franchise drove record revenues and a stellar XXXX% ROTCE. For the Bulls: This quarter is a textbook example of the bull case. The rebound in Institutional Securities was even stronger than hoped showing significant operating leverage. Wealth"
X Link @Finsee_main 2025-10-15T12:14Z 2387 followers, XXX engagements
"$ABT added during the call: Company-Wide & Financials 2026 Outlook: CEO Robert Ford expressed high confidence in achieving the 2026 consensus of high single-digit sales and double-digit EPS growth. He noted this is the same level of performance the company is delivering in 2025 despite unexpected tariff and larger-than-expected Diagnostics headwinds. New Product Contribution: Recently launched products contributed nearly $XXX million in sales in Q3 adding over XXX basis points to the companys organic growth rate. Gross Margin: The sequential dip in gross margin was expected and attributed to"
X Link @Finsee_main 2025-10-15T14:11Z 2391 followers, XXX engagements
"$BLK earnings: BlackRock (BLK) Q3 2025: A Juggernaut in Motion But Integration Costs Weigh on Profitability BlackRocks quarter was a powerful demonstration of its strategic vision coming to life. Massive inflows and the successful integration of major acquisitions drove AUM to a staggering $XXXX trillion. However the costs associated with this transformation are evident with margins contracting and adjusted EPS growth nearly flat year-over-year providing talking points for both bulls and bears. For the Bulls: Asset Gathering Machine: Total net inflows of $205B were exceptional crushing Q2s"
X Link @Finsee_main 2025-10-14T10:15Z 2375 followers, XXX engagements
"$SHC earnings: Sotera Health: Sterigenics Roars Back Driving Confident Guidance Raise A very strong quarter for Sotera Health marked by a significant beat-and-raise. The bull case is now more compelling as the primary concern from Q1the pace of volume recovery at Sterigenicshas been decisively answered with double-digit growth. This combined with phenomenal margin expansion at Nelson Labs and a significant boost to full-year EPS and EBITDA guidance paints a picture of excellent operational execution. For bears the ongoing EO litigation remains a clear overhang with another $XX million"
X Link @Finsee_main 2025-08-08T11:40Z 2382 followers, XXX engagements
"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"
X Link @Finsee_main 2025-08-11T11:15Z 2375 followers, XXX engagements
"$ALV added during the call: Guidance and Outlook Rationale for Unchanged Organic Sales Guidance: Management explained that the stronger LVP forecast (up XXX% vs. down XXX% previously) did not translate to higher sales guidance for three reasons:A significant portion of the LVP revision was for past quarters (H1 2025) where Autolivs sales were already booked. The negative regional and customer mix is now expected to be a X percentage point headwind for the full year worse than previously anticipated. Some new product launches particularly in China have been slightly delayed. Q4 2025 Headwinds"
X Link @Finsee_main 2025-10-17T13:23Z 2397 followers, XXX engagements
"$APLD earnings: APLD Secures Massive Financing & Fully Leases First AI Campus But Near-Term Profitability Suffers Applied Digitals quarter was defined by major strategic victories that significantly de-risk its long-term plan overshadowing weak near-term financials. The company fully leased its XXX MW Polaris Forge X campus to CoreWeave increasing the total contract value to an enormous $XX billion. More importantly it secured a massive $X billion preferred equity facility with Macquarie providing a clear funding path for its ambitions. The company has already broken ground on a second campus"
X Link @Finsee_main 2025-10-09T20:21Z 2397 followers, 1603 engagements
"$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."
X Link @Finsee_main 2025-10-16T12:47Z 2397 followers, XXX engagements
"$LW earnings: Summary: Volume Holds Up Pricing Sacrificed to Maintain Momentum; FY26 Guidance Reaffirmed Lamb Weston delivered a solid start to the fiscal year meeting its own expectations and importantly reaffirming full-year guidance. This provides a welcome sign of stability after a volatile period. The core story remains a trade-off: the company is successfully growing volume (+6%) and winning customers but is sacrificing price/mix (-7%) to do so in a tough competitive environment. The Bull Case: The Focus to Win strategy is showing early results. Strong volume growth continued customer"
X Link @Finsee_main 2025-09-30T12:55Z 2391 followers, XXX engagements
"$CFG earnings: CFG: Solid Execution Drives Strong Quarter Private Bank Shines Citizens delivered a strong quarter beating guidance on fee income while meeting expectations on all other key metrics. The results show solid execution with continued Net Interest Margin (NIM) expansion positive operating leverage and improving credit trends. The strategic buildout of the Private Bank is accelerating and already contributing meaningfully to the bottom line providing a clear growth engine. For the Bulls: The bull case is compelling this quarter. Management is delivering on its promises. NIM expanded"
X Link @Finsee_main 2025-10-15T12:06Z 2397 followers, XXX engagements
"$VRSK earnings: Verisk reported a strong Q2 beating expectations and raising its full-year 2025 revenue and Adjusted EBITDA guidance. The quarter was characterized by robust execution in the core subscription business an encouraging turnaround in the previously lagging transactional revenue and significant strategic moves to expand its ecosystem. The company announced a definitive agreement to acquire AccuLynx a leading SaaS platform for roofing contractors for $XXXX billion. It also closed the acquisition of SuranceBay for $XXX million to bolster its life and annuity offerings. These moves"
X Link @Finsee_main 2025-07-30T12:12Z 2389 followers, XXX engagements
"$IBKR earnings: Interactive Brokers: Stellar Growth and Margin Expansion Overshadow Rate Headwinds Interactive Brokers delivered another exceptionally strong quarter with powerful growth in customer accounts equity and trading activity driving revenues and profits well above last years levels. The highlight was a massive expansion in pretax profit margins to a record XX% aided by lapping significant one-time expenses from last year. While the core business is firing on all cylinders a decline in Net Interest Margin (NIM) due to lower rates remains a point to watch. The bull case of"
X Link @Finsee_main 2025-10-16T20:08Z 2395 followers, XXX engagements
"$DPZ added during the call: U.S. Performance & Macro Environment Q4 Started Weaker: Management explicitly stated they have observed a slowing and intensifying of the challenging macro environment across the entire restaurant industry at the start of the fourth quarter. This commentary is the primary reason they reiterated rather than raised their full-year X% U.S. comp guidance despite the strong Q3. Q3 SSS Breakdown: The +5.2% U.S. same-store sales growth was driven by positive transaction counts. Average ticket was aided by XXX% of pricing and a positive mix from the higher-priced stuffed"
X Link @Finsee_main 2025-10-14T14:00Z 2374 followers, XXX engagements
"$JNJ added during the call: Orthopaedics Separation (DePuy Synthes) Leadership: The planned standalone company DePuy Synthes will be led by industry veteran Namal Nawana. Financial Impact: Management provided specific directional guidance on the financial impact to the remaining J&J. Post-separation the MedTech segments top-line revenue growth and operating margin are both expected to improve by at least XX basis points. Future Strategy: The separation is not a precursor to other business splits. Management is pleased with the new more focused portfolio across Innovative Medicine (Oncology"
X Link @Finsee_main 2025-10-14T13:58Z 2373 followers, XXX engagements
"$CPRT earnings: Copart (CPRT): Strong Finish to FY25 with Impressive Margin Expansion Copart reported a very strong fourth quarter putting to rest some of the concerns from last quarters slowdown. The company demonstrated significant operating leverage with both gross and operating margins expanding nicely. Both quarterly and full-year results show robust double-digit growth in profitability reinforcing the long-term bull case. While some headwinds remain the core business appears to be firing on all cylinders. For the Bulls: Reaccelerating Growth: Revenue grew XXX% but more importantly gross"
X Link @Finsee_main 2025-09-04T21:01Z 2378 followers, 1837 engagements
"$PNC added during the call: Capital & NII Optimal Capital Levels: Management indicated their operating CET1 guideline has been 10.0-10.5%. However with recent positive rating agency actions (Moodys upgrade) they see potential to operate toward the lower end of that range or possibly even lower depending on board discussions and final Basel III Endgame rules. The binding constraint for capital is shifting. 2026 NII Growth: Management expressed high confidence in their NII trajectory. They stated that comfortably yes 2026 NII growth will be better than the XXX% expected for 2025 (standalone PNC"
X Link @Finsee_main 2025-10-15T16:22Z 2395 followers, XXX engagements
"$C added during the call: Interest Rate Sensitivity Improving: Management disclosed that its interest rate sensitivity is improving. For a XXX basis point parallel downward shift in rates the negative impact to NII from U.S. dollar exposures is now less than the previously disclosed $XXX million. The updated lower figure will be provided in the 10-Q. Details on Corporate Credit Exposure: In response to a question about loans to non-depository financial institutions (NDFIs) management provided significant color on the composition of this exposure. The exposure is predominantly"
X Link @Finsee_main 2025-10-14T17:07Z 2378 followers, XXX engagements
"$ASML earnings: ASML: In-Line Quarter Sets Stage for a Blowout Q4 ASML reported a solid Q3 that met expectations but the real story is the exceptionally strong guidance for Q4. The company has effectively back-end loaded the year with a guided +26% sequential revenue jump that reaffirms strong underlying demand for leading-edge equipment. Solid bookings driven by EUV provide further confidence. The bull case is compelling in the near term. The massive Q4 ramp demonstrates robust customer spending likely fueled by AI-driven capacity needs in Logic and Memory. This largely overshadows the"
X Link @Finsee_main 2025-10-15T09:03Z 2393 followers, XXX engagements
"$GWRE earnings: Guidewire Surpasses $1B ARR Milestone with a Landmark Deal Driving Strong Beat and Raise Guidewire closed its fiscal year with an exceptionally strong quarter beating the high end of its guidance on all key metrics. The company surpassed the critical $X billion ARR milestone driven by a record XX cloud deals in Q4 including a significant 10-year agreement with a major Tier-1 insurer. This performance validates the maturity of their cloud platform and its appeal to the largest most complex carriers. The resulting guidance for FY26 while showing a slight deceleration in"
X Link @Finsee_main 2025-09-04T20:46Z 2384 followers, XXX engagements
"$CSX added during the call: New CEOs Vision & Strategy M&A Philosophy: New CEO Steve Angel stated he is patient regarding large-scale M&A drawing on his experience at Praxair before the Linde merger. His focus is on running the business exceptionally well to create a position of strength for any future strategic discussions. He explicitly stated CSX will present our case to regulators regarding what it needs to be competitive in response to competitor mergers. Best-in-Class Definition: The CEOs goal of best-in-class performance explicitly includes financial metrics like operating margins and"
X Link @Finsee_main 2025-10-17T13:46Z 2396 followers, XXX engagements
"$JILL earnings: J.Jill Shows Signs of Stabilization as Sales Decline Narrows But Margins Remain Under Pressure J.Jill reported a better-than-feared second quarter with a significant sequential improvement in sales trends that suggests the business is beginning to stabilize under its new CEO. The reinstatement of forward guidance is a major positive signaling increased visibility. However the celebration is tempered by continued gross margin erosion and a soft Q3 outlook that points to a potential re-acceleration of sales declines and includes a new material headwind from tariffs. For the"
X Link @Finsee_main 2025-09-03T11:18Z 2382 followers, XXX engagements
"$JNJ earnings: J&J Raises Sales Outlook Reaffirms EPS Amid Higher Taxes; Announces Plan to Separate Orthopaedics Johnson & Johnson delivered another strong quarter beating expectations and raising its full-year sales guidance. The company is successfully navigating the significant and accelerating headwind from the STELARA loss of exclusivity driven by continued dominance in Oncology and robust performance in MedTech. The bull case is strengthened by impressive pipeline execution and the major strategic announcement to separate the slower-growing Orthopaedics business which will sharpen the"
X Link @Finsee_main 2025-10-14T10:36Z 2373 followers, XXX engagements
"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link @Finsee_main 2025-10-14T11:39Z 2375 followers, XXX engagements
"$RGP added during the call: Guidance and Outlook Q2 Segment Trends: Management expects the Europe & Asia Pacific segment to maintain its strength with the potential to perform even better than in Q1. The On-Demand and Consulting segments are expected to see trends more or less the same as Q1. The performance of the Consulting segment is highly dependent on the timing of conversions for late-stage deals. Q2 YoY Decline: The high end of the Q2 revenue guidance ($120 million) implies a XX% year-over-year decline on a same-day constant currency basis. New Risk Factor: The company explicitly"
X Link @Finsee_main 2025-10-08T21:56Z 2379 followers, XXX engagements
"$ABT earnings: Abbott: Medical Devices Continue to Carry the Load as Diagnostics Stabilizes Abbott delivered a solid third quarter meeting its earnings guidance and reaffirming its full-year outlook. The results reinforce the companys core narrative: the diversified model is working with exceptional strength in Medical Devices more than offsetting persistent known headwinds in the Diagnostics business. While the challenges in China are not yet resolved the powerful growth from products like Libre AVEIR and Navitor provides a strong foundation. For the Bulls: 🟢 Medical Devices continues its"
X Link @Finsee_main 2025-10-15T12:02Z 2394 followers, XXX engagements
"$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a"
X Link @Finsee_main 2025-08-22T09:41Z 2387 followers, XXX engagements
"$FHN added during the call: Guidance and Outlook CET1 Ratio Target Lowered: Management updated its near-term CET1 target to XXXXX% down from the previous XXXX% target. This change was made after completing the annual stress testing process and provides more flexibility for capital deployment. Expense Guidance Clarified: While the full-year expense guidance range was maintained management now expects expenses to finish at the top end of the Flat - Up X% range. Revenue Guidance Clarified: Management expects to finish 2025 towards the higher end of the Flat - Up X% revenue range contingent on"
X Link @Finsee_main 2025-10-15T15:11Z 2396 followers, XXX engagements
"$PFGC earnings: PFG: Strong Finish to FY25 Driven by Acquisitions Solid FY26 Outlook Provided Performance Food Group (PFG) closed its fiscal year on a high note decisively beating its updated Adjusted EBITDA guidance driven by robust performance in its Foodservice segment and significant contributions from recent acquisitions. While GAAP net income declined due to acquisition-related costs the underlying operational strength and a positive outlook for fiscal 2026 should give investors confidence. The bull case is compelling centered on strong execution successful integration and continued"
X Link @Finsee_main 2025-08-13T11:25Z 2382 followers, XXX engagements
"$UXIN earnings and call: Uxin: Strong Volume Growth Continues But Margins Squeezed by Price Wars and New Store Ramp Uxin delivered another quarter of impressive top-line growth beating its retail volume guidance and raising its full-year outlook. The companys superstore expansion strategy is proving effective with the new Wuhan location ramping up ahead of expectations and a fourth store now open in Zhengzhou. However the growth came at a cost. Gross margins compressed significantly due to the new car price war in China and the initial ramp-up costs of the Wuhan store. This led to"
X Link @Finsee_main 2025-09-29T14:18Z 2375 followers, XXX engagements
"$PAYX added during the call: Guidance and Financial Performance 🟢 Reason for EPS Guidance Raise: Management raised the full-year Adjusted EPS growth forecast from 8.5-10.5% to 9-11% due to three main factors: 1) Q1 results coming in slightly ahead of internal expectations 2) increased confidence in achieving both cost and revenue synergies now that they have a full quarter of ownership and 3) a reduction in the initial conservatism built into the forecast at the start of the year. 🟢 Underlying Expense Control: Excluding the Paycor acquisition the companys organic expense growth was"
X Link @Finsee_main 2025-09-30T16:45Z 2375 followers, XXX engagements
"$UAL added during the call: Strategic Outlook & Long-Term Financial Targets Annual Margin Improvement: Management explicitly stated a goal to add at least X point or more of margin each year normalized for macro events. Long-Term Margin Goal: The company is targeting low teen margins from its internal initiatives alone with an expectation to reach mid-teens margins as the industry continues to rationalize capacity. Loyalty Program Growth: A new major long-term target was introduced: to double the EBITDA from the MileagePlus loyalty program by the end of the decade. Free Cash Flow Conversion:"
X Link @Finsee_main 2025-10-17T15:30Z 2397 followers, XXX engagements
"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link @Finsee_main 2025-09-09T21:32Z 2382 followers, XXX engagements
"$PAR earnings: PAR Technology (NYSE: PAR): Profitability Thesis Proven But Top-Line Momentum Wanes PAR delivered a very strong quarter on the bottom line with a significant $9.9M year-over-year improvement in Adjusted EBITDA marking its fourth consecutive quarter of profitability and proving the operating leverage in its model. However this was coupled with a noticeable deceleration in top-line growth. Organic ARR growth slowed to XX% (from XX% in Q1) and the sequential ARR add was less than half of what was seen last quarter raising questions about the full-year growth outlook. For the"
X Link @Finsee_main 2025-08-08T11:56Z 2397 followers, 2370 engagements
"$TIGR earnings: UP Fintech (TIGR): Record Profits on Quality Growth and Cost Control UP Fintech delivered an exceptionally strong quarter with record revenue and a significant surge in profitability that far surpassed its top-line growth. The results highlight a successful strategic shift towards acquiring higher-value customers and impressive operating leverage. The bull case is significantly strengthened as the company proves it can scale profits efficiently. Key Points: For the Bulls: Profitability is scaling rapidly. GAAP Net Income surged to $41.4M from just $2.6M a year ago. The company"
X Link @Finsee_main 2025-08-27T10:42Z 2389 followers, 2009 engagements
"$MNSO earnings and call: MINISO: Growth Accelerates and China Turns the Corner But Margins Feel the Pinch MINISO delivered a strong quarter beating its own revenue guidance and most importantly achieving positive same-store sales growth (SSSG) in Mainland China for the first time in several quarters. This turnaround combined with explosive XX% growth from the TOP TOY brand and continued overseas expansion paints a bullish picture. However bears will point to the continued year-over-year compression in adjusted margins (Operating Net and EBITDA) driven by investments in higher-cost"
X Link @Finsee_main 2025-08-21T10:17Z 2382 followers, XXX engagements
"$FDS earnings: FactSet Ends FY25 on a Strong Note Guides Cautiously for FY26 FactSet reported a solid end to its fiscal year with accelerating organic ASV growth and results that met or exceeded the high end of its guidance. However the initial guidance for fiscal 2026 suggests a deceleration in revenue growth and further contraction in adjusted operating margins pointing to continued investment pressure and a potentially more challenging environment ahead. Bull Case: Bulls will highlight the strong execution in Q4 with Organic ASV growth accelerating to XXX% YoY the highest level in recent"
X Link @Finsee_main 2025-09-18T11:26Z 2396 followers, 2221 engagements
"$JPM earnings: JPM Beats & Raises Amidst Growing Macro Caution A very strong quarter with beats across the board massive capital returns and improved guidance. Bulls will point to the record Markets revenue strong AWM inflows and a huge $8.0B buyback as proof of JPMs fortress franchise delivering in any environment. Bears will latch onto Jamie Dimons increasingly cautious commentary about geopolitical risks and a softening economy alongside slowing NII growth and rising expenses. For now the bull case is more compelling based on the stellar execution and capital return but the CEOs explicit"
X Link @Finsee_main 2025-10-14T11:15Z 2375 followers, XXX engagements
"$NOAH earnings: Noah Holdings: Profitability Surges on Overseas Strength But AUM Decline Lingers Noah delivered a strong quarter with impressive bottom-line growth driven by a powerful performance in its overseas businesses and continued cost discipline. The turnaround in the overseas insurance segment was a standout success. However the bull case is tempered by a continued decline in total Assets Under Management (AUM) and persistent weakness in domestic segments. For the Bulls: Net income attributable to shareholders grew a massive XXXX% YoY. The overseas insurance business a prior weak"
X Link @Finsee_main 2025-08-27T23:26Z 2382 followers, XXX engagements
"$SAR earnings: NAV Grows and Credit Quality Improves but NII Remains Under Pressure Saratoga (SAR) reported a solid quarter for its balance sheet with Net Asset Value (NAV) per share increasing and a significant improvement in credit quality as a key non-accrual investment returned to performing status. However the income statement continues to feel the pressure from lower interest rates and repayments with Net Investment Income (NII) per share declining further and failing to cover the dividend for the second consecutive quarter. For the Bulls: The story is about balance sheet strength. NAV"
X Link @Finsee_main 2025-10-07T20:11Z 2382 followers, XXX engagements
"$WMG earnings: Adjusted Profit Up But GAAP Loss and Severe Cash Burn Raise Questions Warner Music Group (WMG) reported a mixed Q3. Bulls will point to strong double-digit growth in Adjusted OIBDA (+18%) and underlying revenue acceleration (claimed at +10% ex-items) suggesting the strategic turnaround is gaining traction. The Music Publishing division was a standout performer. However the bear case is compelling. The company swung to a GAAP net loss of $XX million from a $XXX million profit last year and free cash flow collapsed by XX% to just $X million. While management can point to"
X Link @Finsee_main 2025-08-07T12:18Z 2375 followers, XXX engagements
"$CFG added during the call: Private Bank & Wealth Growth Trajectory & Outlook: The Private Bank now has approximately XXX employees up from a startup base of XXX in 2023. The original teams brought over are estimated to have recovered 50-60% of their pre-acquisition book of business. Management is aiming to double the number of Private Banking Offices (PBOs) by the end of 2026. The contribution from the Private Bank could potentially double in the next three years. Deposit Milestone: The Private Banks spot deposits reached $XXXX billion already surpassing the year-end 2025 target of $12"
X Link @Finsee_main 2025-10-15T14:15Z 2397 followers, XXX engagements
"$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders"
X Link @Finsee_main 2025-08-19T10:56Z 2381 followers, XXX engagements
"$AVTR earnings: Avantor reported another challenging quarter headlined by the second consecutive reduction to full-year 2025 guidance across all key metrics (Organic Growth Adj. EBITDA Margin Adj. EPS FCF). The miss was driven by a significant deterioration in the outlook for what was previously the companys most resilient segment Bioscience Production. Q2 results were weak against both prior year figures and the specific guidance provided on the Q1 call. While organic revenue of flat was at the low end of the flat to modestly up guidance Adjusted EBITDA margin of XXXX% was a clear miss"
X Link @Finsee_main 2025-08-01T12:07Z 2375 followers, XXX engagements
"$MMC added during the call: The Thrive Program Financials: The companys new strategic program named Thrive is expected to generate approximately $XXX million in savings over the next three years. Costs: Achieving these savings will incur around $XXX million in charges primarily related to severance and transitioning work. Reinvestment: A portion of the savings will be reinvested into talent and technology (like AI) but the majority of the savings are expected to flow through to earnings and support future margin expansion. Execution: A significant portion of the savings will come from"
X Link @Finsee_main 2025-10-17T14:59Z 2397 followers, XXX engagements
"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"
X Link @Finsee_main 2025-10-08T20:42Z 2379 followers, XXX engagements
"$CASY earnings: Caseys Delivers Strong Q1 Beat Driven by Fuel Strength and Inside Sales Rebound Caseys started FY26 on a high note posting a significant beat on both the top and bottom lines. The performance was driven by an impressive fuel segment which saw both same-store gallons and margins exceed the top end of annual guidance. Crucially inside same-store sales re-accelerated to a strong +4.3% alleviating concerns after a softer FY25. While total operating expense growth of +14.6% was high it landed exactly within the mid-teens range management had guided to effectively de-risking a key"
X Link @Finsee_main 2025-09-08T20:57Z 2394 followers, 1115 engagements
"$TRV added during the call: Guidance & Outlook Net Investment Income (NII): Q4 2025 Guidance Raised: Management now expects after-tax NII of approximately $XXX million for the fourth quarter an increase from the previous guidance of $XXX million. New 2026 NII Guidance: For the full year 2026 the company expects after-tax NII of more than $XXX billion. This is projected to start around $XXX million in Q1 and grow sequentially to around $XXX million by Q4 2026. The current spread between new money rates and the embedded portfolio yield is approximately 70-75 basis points. Expense Ratio: New"
X Link @Finsee_main 2025-10-17T14:55Z 2397 followers, XXX engagements
"$PAYX earnings: Paychex: Solid Execution & Raised EPS Guidance Overshadows PEO Weakness Paychex reported a strong start to its fiscal year delivering Q1 results that met or exceeded its own guidance. The integration of Paycor is progressing well driving robust double-digit revenue growth and allowing management to raise its full-year adjusted EPS outlook. For the Bulls: The key positive is the raised EPS guidance (from 8.5-10.5% to 9-11% growth) signaling high confidence in synergy realization and profitability. Total revenue of XX% was at the high end of their forecast and early signs"
X Link @Finsee_main 2025-09-30T12:50Z 2396 followers, XXX engagements
"$HWC earnings: Hancock Whitney delivered a strong quarter of profitability and capital returns though balance sheet trends showed some weakness. A strong beat on earnings was driven by excellent expense control and robust fee income leading to an improved efficiency ratio and a remarkable XXXX% return on assets. The bank continued its shareholder-friendly capital return policy. Bears will point to the slowing loan growth (down to X% annualized from X% last quarter) and the notable deposit outflow particularly in valuable non-interest-bearing accounts. Overall the bull case of a highly"
X Link @Finsee_main 2025-10-14T20:09Z 2388 followers, XXX engagements
"$RMCF added during the call: Financial & Capital Structure New Debt: The company took on $XXX million in new debt during the quarter ($1.2M term loan $0.6M incremental loan) to support working capital. Total debt outstanding is now $XXX million. Cash Burn Expectation: Management stated they do not expect to continue burning cash over the next XX months citing the historical seasonality where Q3 and Q4 are stronger. Acquisition Details: The company acquired the Camarillo CA store for $165000. That store generated $700000 in sales last year. Operations & Margin Headwinds/Tailwinds Cocoa Price"
X Link @Finsee_main 2025-10-14T14:12Z 2397 followers, XXX engagements
"$SYF added during the call: Quantification of Credit Loosening: Management plans to unwind prior credit tightening actions to add back about XX% of the previously restricted sales. This provides a specific target for the initial phase of loosening credit. The remaining XX% will be evaluated in coming quarters. New Account Growth is Strong: While average active accounts are down year-over-year new account originations were up XX% both sequentially and year-over-year. This is a positive leading indicator that could reverse the negative trend in active accounts. Drivers of Consumer Spending: The"
X Link @Finsee_main 2025-10-15T13:59Z 2396 followers, XXX engagements
"$SNA added during the call: Sequential Momentum: Management emphasized that Q3 sales grew sequentially over Q2 which is counter to normal seasonality. They view this as a key indicator of building momentum driven by the effective pivot to faster-payback items like diagnostics and air conditioning products not a pull-forward of sales from Q4. Specific Currency Headwinds: The negative impact of foreign exchange was quantified across the business: Consolidated Gross Margin: -XX bps Consolidated Operating Margin (ex-legal): -XX bps EPS Impact: -$0.01 per share RS&I Operating Margin: -XX bps Tools"
X Link @Finsee_main 2025-10-17T14:24Z 2397 followers, XXX engagements
"$INFY earnings: Infosys Delivers Strong Growth and Raises Guidance Signaling Cautious Optimism Infosys reported a solid second quarter delivering its second consecutive period of strong sequential growth and raising the lower end of its full-year revenue guidance. This performance driven by AI-led deals and vendor consolidation signals growing confidence despite a mixed macro environment. Strong free cash flow generation and a new 18000 crore buyback further sweeten the results for investors. However challenges remain. A sequential slowdown in large deal TCV continued sluggishness in the key"
X Link @Finsee_main 2025-10-16T11:32Z 2389 followers, 1050 engagements
"$BTM earnings: Profitability Soars But Revenue Growth Cools as Guided Bitcoin Depot (BTM) reported a very strong quarter on the bottom line showcasing impressive operating leverage and cost control. While revenue growth decelerated as guided the massive expansion in profitability margins and cash flow is the main story. The results strengthen the bull case that BTM is a highly efficient cash-generating machine. For the Bulls: The story is all about profitability. Net income tripled and Adjusted EBITDA grew XX% year-over-year. Operating expenses declined X% and gross margins expanded by 360"
X Link @Finsee_main 2025-08-12T12:15Z 2397 followers, XXX engagements
"$C earnings: Citi Delivers Strong Underlying Quarter and Ramps Up Buybacks Though Banamex Charge Weighs on Headline Results Citigroup reported a solid quarter of underlying operational performance with strong revenue growth across all five business segments and significant progress on capital returns. Excluding a notable goodwill impairment charge related to the Banamex divestiture the results show continued momentum with an ex-item RoTCE of XXX% inching closer to the firms 2026 targets. Bulls will celebrate the massive $XXX billion in share buybacks which exceeded the companys own"
X Link @Finsee_main 2025-10-14T12:26Z 2375 followers, XXX engagements
"$AXP added during the call: Platinum Refresh - Financial Nuances: Expense Pacing: Management clarified that the step-up in Card Member Services expense will be immediate and more linear than the revenue impact. The costs of benefits are recognized as they are earned (many are quarterly) while the increased card fees are recognized over XX months after a members renewal date. This creates a near-term margin pressure that was fully anticipated in their guidance. Long-Term EPS: Despite the near-term expense/revenue timing mismatch from the refresh management reaffirmed this does not impact their"
X Link @Finsee_main 2025-10-17T13:26Z 2395 followers, XXX engagements
"$DBX earnings: Dropbox: Profitability Shines But Core Business Continues to Shrink Dropbox delivered a quarter of disciplined financial management handily beating its own profitability guidance and generating robust free cash flow. However the core business metrics continue to flash red with year-over-year and sequential declines in revenue paying users and ARR. The company is effectively harvesting its mature FSS business for cash to fund massive share buybacks which props up per-share results. The entire bull thesis now rests on the hope that Dropbox Dash can ignite new growth before the"
X Link @Finsee_main 2025-08-07T20:40Z 2382 followers, XXX engagements
"$ACI added during the call: A New Day Strategy & Portfolio Actions: CEO Susan Morris introduced a new internal rally cry A New Day at Albertsons signaling a more aggressive approach to portfolio management. This includes actively evaluating underperforming stores and non-core assets.added during the call: Year-to-date the company has announced the closure of XX stores and expects to open nine new stores by year-end. Management is also looking at flipping banners in markets where they have multiple brands to consolidate around the one that resonates most with customers (e.g. converting"
X Link @Finsee_main 2025-10-14T14:03Z 2375 followers, XXX engagements
"$GPN earnings: Global Payments reported a solid beat and raise quarter demonstrating strong execution on its standalone transformation plan while de-risking the upcoming Worldpay transaction. Results were modestly ahead of managements expectations driven by solid margin expansion and cost control. The key takeaway is the tangible progress and increased confidence. The company secured HSR antitrust clearance for the Worldpay acquisition and Issuer Solutions divestiture a critical milestone that keeps the H1 2026 closing on track. Management is signaling higher conviction in future performance"
X Link @Finsee_main 2025-08-06T11:49Z 2395 followers, XXX engagements
"$JPM added during the call: Credit Quality & Specific Exposures Specific Wholesale Charge-Offs: The elevation in wholesale charge-offs was directly attributed to apparent fraud. Management explicitly named Tricolor as the source of a $XXX million charge-off in the quarter. They also clarified that the firm has no exposure to First Brands. Increased NFI (Non-Bank Financial Institution) Risk Concern: While stating their own NFI lending is mostly highly secured management expressed a new level of caution about the broader sector. Jamie Dimon noted that when you see one cockroach youre probably"
X Link @Finsee_main 2025-10-14T13:55Z 2374 followers, XXX engagements
"$IBKR added during the call: Business Outlook & Growth Reversal on Account Growth Outlook: The Chairman who previously projected a deceleration in account growth directly reversed this view. He stated that the company has seen exactly the opposite of a slowdown and now expects the strong growth to continue. China Impact Clarified: Management noted the regulatory clampdown in China has had a non-material impact. While they now require mainland applicants to prove residence elsewhere they are still acquiring clients from the region albeit at a slower pace than before. Margin Loan Drivers: The"
X Link @Finsee_main 2025-10-17T13:57Z 2397 followers, XXX engagements
"$TW earnings: Tradeweb reported a very strong Q2 beating expectations on the top and bottom lines with impressive broad-based growth. Revenue grew XXXX% YoY driven by standout performance in Money Markets (+131% on the back of the ICD acquisition) Equities (+50%) and continued strength in Rates (+26%). Adjusted EPS of $XXXX (+24% YoY) was also excellent. The key story is the successful execution of their strategy. The ICD acquisition is proving highly accretive and strategic initiatives discussed last quarter like launching portfolio trading for European government bonds have been delivered."
X Link @Finsee_main 2025-07-30T11:49Z 2375 followers, XXX engagements
"$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the"
X Link @Finsee_main 2025-09-29T20:15Z 2395 followers, 1345 engagements
"$WIT earnings: Wipro Navigates Choppy Waters with Strong Deal Wins But Muted Growth and Margin Pressure Persist Wipro delivered a mixed quarter meeting its revenue guidance with continued impressive strength in large deal bookings. However the headline growth remains weak and margins were hit by a one-off customer bankruptcy and underlying investment pressures. While green shoots like a return to headcount growth and a sequential recovery in Europe are encouraging the path to a strong profitable growth trajectory is still unfolding. For the Bulls: Revenue growth of +0.3% in constant currency"
X Link @Finsee_main 2025-10-16T12:43Z 2395 followers, XXX engagements
"$FHN earnings: Strong NII and Credit Quality Overshadow Expense Jump First Horizon delivered a strong third quarter beating expectations with impressive Net Interest Income (NII) growth and continued pristine credit quality. The XX basis point expansion in Net Interest Margin (NIM) was a standout positive driven by higher loan yields and well-managed funding costs. The company also significantly ramped up share buybacks signaling confidence and a commitment to capital return. What bulls will like: The core earnings power looks robust. Strong NII growth significant NIM expansion and a"
X Link @Finsee_main 2025-10-15T11:37Z 2393 followers, 1086 engagements
"$CTAS earnings: Cintas Starts FY26 Strong with a Solid Beat and Raise Cintas kicked off its fiscal year with a strong quarter exceeding expectations and raising its full-year guidance for both revenue and EPS. The results show continued execution with solid revenue growth and healthy margin expansion. Capital returns remain a clear priority evidenced by significant buybacks and a double-digit dividend increase. The bull case is compelling: a consistent beat and raise performer delivering on its promises. For bears the slight deceleration in organic growth and a notable year-over-year drop in"
X Link @Finsee_main 2025-09-24T13:04Z 2383 followers, XXX engagements
"$GIS earnings: An As Expected Quarter of Investment But Pet Segment Weakness Lingers General Mills delivered a first quarter that was largely in line with its pre-communicated investment year strategy. Organic sales and adjusted profits declined as the company invested heavily in price to regain volume share and reaffirming full-year guidance provides a crucial anchor of stability. For the Bulls: Management is executing the plan they laid out. Reaffirming guidance in this environment is a significant positive. Early signs suggest the investments in North America Retail are working with the"
X Link @Finsee_main 2025-09-17T11:17Z 2395 followers, 1007 engagements
"$DEFT earnings: DeFi Techs growth story accelerates but reporting quality takes a back seat Summary: DeFi Technologies reported a solid quarter of operational execution marked by a significant guidance raise strong AUM recovery and a surge in institutional ownership. These positive developments validate their strategy post-Nasdaq listing. However the bull case is tempered by a concerning shift in financial reporting. The company now emphasizes Adjusted non-IFRS figures that paint a picture of strong profitability while the underlying IFRS results show a net loss. The quarters revenue was also"
X Link @Finsee_main 2025-08-14T21:30Z 2387 followers, 2910 engagements
"$BSET added during the call: Q3 Order & Sales Cadence: August was the strongest month of the quarter for incoming orders. This positive order momentum continued through the Labor Day period and into September. While the environment remains challenging management noted the last couple of months have been a little better than the period following the post-COVID boom. Retail Pricing Action: The company made the difficult decision to raise retail prices slightly in July to specifically cover the impact of tariffs. Gross Margin Outlook: Management does not expect consolidated gross margins to"
X Link @Finsee_main 2025-10-09T13:43Z 2382 followers, XXX engagements
"$AS earnings: Amer Sports: Strong Beat & Raise Driven by Salomons Breakout Quarter Amer Sports delivered an impressive quarter handily beating guidance on all key metrics and significantly raising its full-year outlook. The results were driven by continued strength at Arcteryx and a remarkable acceleration in the Outdoor Performance segment confirming that Salomon is becoming a powerful second engine of growth. The company raised its full-year guidance despite incorporating higher U.S. tariff assumptions signaling strong confidence in its mitigation strategies and underlying business"
X Link @Finsee_main 2025-08-19T10:32Z 2374 followers, XXX engagements
"$PLD earnings: Prologis Converts Leasing Pipeline into Record Signings Raises Guidance Again Prologis delivered a strong quarter confirming the water building behind the dam thesis from Q2 with record lease signings. The results were highlighted by another increase in full-year guidance for Core FFO Same-Store NOI and development activity. While rent growth decelerated it remains at very high levels and the company is making significant strides in its data center power strategy. The bull case is quite compelling this quarter underpinned by powerful execution and a very bullish forward-looking"
X Link @Finsee_main 2025-10-15T12:23Z 2395 followers, XXX engagements
"$JBHT earnings: J.B. Hunt (JBHT): Cost Discipline Drives Strong Profit Growth Despite Tepid Revenue J.B. Hunt delivered a strong quarter on the bottom line with EPS growing XX% and operating income up 8%. This performance was driven almost entirely by the successful execution of its lower our cost to serve initiative which is clearly bearing fruit particularly in the core Intermodal segment. However the top-line story remains challenging. Overall revenue was flat masking a very mixed performance across segments. While Dedicated (DCS) remains resilient and Truckload (JBT) saw strong volume"
X Link @Finsee_main 2025-10-15T20:09Z 2382 followers, XXX engagements
"$RGEN earnings: Repligen reported a very strong Q2 beating expectations on revenue and delivering a significant guidance increase for the full year. The key highlight was an acceleration in order growth to over XX% YoY marking the eighth consecutive quarter where orders outpaced non-COVID revenue. This broad-based strength particularly the rebound in capital equipment alleviates prior concerns about demand softness. Management raised the midpoint of its full-year organic growth guidance effectively absorbing a newly quantified X% headwind from new modalities and a modest tariff impact"
X Link @Finsee_main 2025-07-29T11:46Z 2382 followers, XXX engagements
"$AXP earnings: American Express: Strong Beat and Raise Driven by Accelerating Spend and Fee Growth American Express delivered a powerful quarter exceeding expectations and raising its full-year guidance. The results showcase broad-based strength with accelerating card member spending and continued momentum in high-margin card fees. The early results from the crucial U.S. Platinum card refresh are very encouraging suggesting their core strategic initiative is paying off. For the bulls: The story is straightforward and compelling. Top-line growth accelerated to XX% EPS grew XX% and management"
X Link @Finsee_main 2025-10-17T11:15Z 2397 followers, XXX engagements
"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link @Finsee_main 2025-10-17T06:55Z 2396 followers, XXX engagements
"$LEGN earnings: Legend Biotech Hits Adjusted Profitability Well Ahead of Schedule CARVYKTI Sales Surge XX% QoQ Legend Biotech reported a stellar second quarter marked by impressive CARVYKTI sales growth and most notably the early achievement of adjusted profitability. CARVYKTI sales of $XXX million grew XX% sequentially handily beating the modest growth expectations set on the last call. This performance coupled with disciplined spending led to a surprise adjusted net income of $XXXX million a significant milestone that strongly supports the companys path to full profitability in 2026. For"
X Link @Finsee_main 2025-08-11T11:46Z 2388 followers, XXX engagements
"$SYF earnings: Synchrony Financial: Credit Quality Shines and Capital Returns Accelerate Overshadowing Muted Growth Synchrony delivered a strong third quarter beating expectations on the back of excellent credit management. Lower net charge-offs and a reserve release significantly boosted earnings. The company is rewarding shareholders with a massive $XXX million in capital returns and a new $XXX billion buyback authorization. While the headline loan growth remains negative the return to positive purchase volume growth is an encouraging sign. The bear case centers on the continued pressure on"
X Link @Finsee_main 2025-10-15T10:43Z 2397 followers, XXX engagements
"$FUFU earnings: BitFuFu: Cloud Mining Strength & Bitcoin Rally Drive Impressive Profit Swing BitFuFu reported a very strong second quarter marking a significant turnaround from Q1s loss. The headline numbers are impressive driven by surging cloud mining demand and a substantial unrealized gain on their Bitcoin holdings. While the self-mining division continues to struggle under the weight of the 2024 halving event the companys strategic pivot to cloud services and operational execution are clearly paying off. For the Bulls: The growth story is compelling. Total managed hashrate grew an"
X Link @Finsee_main 2025-08-15T10:27Z 2395 followers, 1602 engagements
"$EQIX earnings: Equinix reported a strong second quarter beating expectations and raising its full-year 2025 guidance across all key metrics. The results demonstrate a continuation of the powerful momentum seen in Q1 driven by robust customer demand particularly for AI and cloud connectivity and strong operational execution. The company delivered revenue of $XXXXX billion and an adjusted EBITDA margin of XXXX% reaching a key profitability target ahead of the second-half schedule mentioned last quarter. Customer growth remained solid with 4100 deals closed and the critical interconnection"
X Link @Finsee_main 2025-07-30T20:49Z 2385 followers, XXX engagements
"$CANG earnings: Transformation Complete but Accounting Noise Masks Operational Progress Cangos Q2 results mark the completion of its pivot to a pure-play Bitcoin miner. The company successfully scaled its hash rate as promised and divested its legacy China assets simplifying the story and providing significant cash. Operationally the business showed impressive underlying profitability with a massive jump in Adjusted EBITDA. However the headline numbers are messy. A huge non-cash impairment charge on mining equipment and a one-off loss from the China divestiture led to a staggering GAAP net"
X Link @Finsee_main 2025-09-04T22:56Z 2395 followers, 1097 engagements